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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
776
Paragon Private Wealth Management
Kentucky
$1.33M +$301K +9,688 +27%
GWWM
777
Great Waters Wealth Management
Minnesota
$1.3M -$12.7K -409 -0.9%
PG
778
Prostatis Group
Maryland
$1.29M -$4.84M -155,545 -78%
WIC
779
Woodmont Investment Counsel
Tennessee
$1.28M +$14.8K +475 +1%
IWP
780
Integrity Wealth Partners
California
$1.28M +$1.36M +43,864 New
KP
781
Keel Point
Alabama
$1.27M -$22.4K -721 -2%
TA
782
TrueWealth Advisors
Alabama
$1.26M -$9.17K -295 -0.7%
LWA
783
Legacy Wealth Advisors
Florida
$1.25M – – –
OFO
784
OneAscent Family Office
Alabama
$1.25M -$125K -4,016 -9%
SAW
785
Signal Advisors Wealth
Michigan
$1.24M +$15.7K +506 +1%
CAI
786
Capital Advisors Inc
Oklahoma
$1.24M +$4.26K +137 +0.3%
AF
787
Advisornet Financial
Minnesota
$1.23M +$34.2K +1,101 +3%
WWA
788
WCG Wealth Advisors
Nevada
$1.22M -$479K -15,406 -27%
HIP
789
HUB Investment Partners
Texas
$1.22M -$113K -3,625 -8%
CB
790
Commerce Bank
Missouri
$1.21M +$487K +15,659 +60%
SFC
791
Strategic Financial Concepts
Texas
$1.21M +$1.29M +41,601 New
AAA
792
Adams Asset Advisors
Texas
$1.21M -$223K -7,184 -15%
CA
793
CGN Advisors
Kansas
$1.21M +$64.4K +2,073 +5%
MA
794
Modus Advisors
Minnesota
$1.2M -$14K -450 -1%
CG
795
Cynosure Group
Utah
$1.19M -$353K -11,371 -22%
GC
796
Gilbert & Cook
Iowa
$1.19M -$6.19K -199 -0.5%
IAS
797
Integrity Advisory Solutions
Texas
$1.19M +$145K +4,658 +13%
AT
798
American Trust
Kentucky
$1.18M -$855K -27,498 -40%
KIA
799
KCM Investment Advisors
California
$1.17M -$34.2K -1,100 -3%
SIS
800
Strategic Investment Solutions
Illinois
$1.16M -$14.4K -464 -1%
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