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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
801
Hantz Financial Services
Michigan
$10K – – –
NWM
802
Nauset Wealth Management
Connecticut
$10K +$9.48K +520 New
AWM
803
Accel Wealth Management
Iowa
$8K – – –
PMFA
804
Plante Moran Financial Advisors
Michigan
$8K – – –
SJIA
805
St. James Investment Advisors
New York
$8K – – –
AAP
806
Arax Advisory Partners
Colorado
$6K -$3.65K -200 -37%
CSB
807
City State Bank
Iowa
$6K – – –
ME
808
McIlrath & Eck
Washington
$6K – – –
BW
809
Bison Wealth
Georgia
$5K – – –
CMA
810
Cedar Mountain Advisors
Oregon
$5K – – –
CAM
811
Costello Asset Management
Pennsylvania
$5K – – –
NFSG
812
Newbridge Financial Services Group
Florida
$5K – – –
FMP
813
Financial Management Professionals
Texas
$4K -$4.08K -224 -50%
AA
814
Addison Advisors
Vermont
$3K – – –
BCMIO
815
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$3K – – –
MSFP
817
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
HS
818
Horan Securities
United States
$2K – – –
LAS
819
Lloyd Advisory Services
Georgia
$1K -$45.2K -2,480 -97%
IHWM
820
Iron Horse Wealth Management
Iowa
$1K -$20K -1,096 -96%
HCP
821
Hexagon Capital Partners
Arkansas
$1K – – –
HR
822
Howe & Rusling
New York
$1K – – –
LFA
823
Level Financial Advisors
New York
$1K – – –
MA
824
Montag & Associates
Georgia
$1K – – –
TWP
825
Transparent Wealth Partners
Arkansas
– -$34.1M -1,665,744 Closed
31 32
33
34 35