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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
776
Kelleher Financial Advisors
New York
$1.11M – – –
STA
777
Summit Trail Advisors
New York
$1.1M – – –
BI
778
Binnacle Investments
Iowa
$1.1M -$29.5K -968 -3%
OWM
779
OneAscent Wealth Management
Alabama
$1.09M +$61.7K +2,023 +6%
QPWM
780
Quadrant Private Wealth Management
Pennsylvania
$1.09M -$8.63K -283 -0.8%
FFA
781
Fi3 Financial Advisors
Indiana
$1.09M -$30.2K -990 -3%
ICM
782
Islay Capital Management
Texas
$1.08M -$43.6K -1,431 -4%
FLA
783
Financial Life Advisors
Texas
$1.08M – – –
BCP
784
Blackhawk Capital Partners
Wisconsin
$1.08M -$82.7K -2,712 -7%
NP
785
NorthRock Partners
Minnesota
$1.08M +$30.1K +987 +3%
RMA
786
Roffman Miller Associates
Pennsylvania
$1.06M -$9.05K -297 -0.9%
HL
787
HeadInvest LLC
Maine
$1.06M -$46.5K -1,525 -4%
BWA
788
Beam Wealth Advisors
Louisiana
$1.06M -$32.1K -1,053 -3%
BPWM
789
Badgley Phelps Wealth Managers
Washington
$1.06M -$5.15K -169 -0.5%
NWM
790
Napa Wealth Management
California
$1.06M +$1.01M +33,164 New
BW
791
BIP Wealth
Georgia
$1.06M +$491K +16,121 +95%
RZH
792
Relyea Zuckerberg Hanson
Connecticut
$1.06M – – –
BC
793
Bulwark Capital
Florida
$1.06M +$97.5K +3,200 +11%
FEM
794
Fulcrum Equity Management
Texas
$1.06M +$8.75K +287 +0.9%
ATI
795
ARK & TLK Investments
Oklahoma
$1.04M – – –
FPF
796
First Pacific Financial
Washington
$1.04M -$427 -14 -0%
UB
797
UMB Bank
Missouri
$1.04M – – –
KCM
798
Kathmere Capital Management
Pennsylvania
$1.04M -$445K -14,617 -31%
EFP
799
Elser Financial Planning
Indiana
$1.04M +$2.29K +75 +0.2%
PCI
800
Planning Center Inc
Illinois
$1.03M -$4.63K -152 -0.5%
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