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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
801
Capital Asset Advisory Services
Michigan
$15K +$480 +24 +3%
HIA
802
Harbor Investment Advisory
Maryland
$15K +$14.7K +736 New
AC
803
AlphaCore Capital
California
$14K -$130K -6,512 -90%
SQA
804
Simon Quick Advisors
New Jersey
$14K – – –
CA
805
Clearstead Advisors
Ohio
$14K +$4.32K +216 +48%
SCA
806
Stonebridge Capital Advisors
Minnesota
$13K – – –
LFG
807
Leverty Financial Group
Wisconsin
$13K +$12.8K +640 New
PO
808
Private Ocean
California
$13K +$12.8K +640 New
AWM
809
Aberdeen Wealth Management
Illinois
$12K +$12K +600 New
AAP
810
Arax Advisory Partners
Colorado
$11K +$4K +200 +58%
FA
811
Faithward Advisors
Pennsylvania
$10K -$67.8K -3,392 -88%
HFS
812
Hantz Financial Services
Michigan
$10K – – –
AWM
813
Accel Wealth Management
Iowa
$9K – – –
PMFA
814
Plante Moran Financial Advisors
Michigan
$9K – – –
FMP
815
Financial Management Professionals
Texas
$9K +$4.48K +224 +100%
SJIA
816
St. James Investment Advisors
New York
$9K +$8.79K +440 New
SSB
817
Sandy Spring Bank
Maryland
$8K – – –
ME
818
McIlrath & Eck
Washington
$7K -$2.88K -144 -30%
CSB
819
City State Bank
Iowa
$7K +$6.4K +320 New
BW
820
Bison Wealth
Georgia
$6K -$122K -6,104 -96%
FFA
821
Founders Financial Alliance
North Carolina
$6K – – –
CMA
822
Cedar Mountain Advisors
Oregon
$5K -$320 -16 -6%
CAM
823
Costello Asset Management
Pennsylvania
$5K – – –
NFSG
824
Newbridge Financial Services Group
Florida
$5K – – –
AWM
825
Activest Wealth Management
Florida
$4K – – –
31 32
33
34 35