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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
801
Tiller Private Wealth
Pennsylvania
$376K – – –
PGAM
802
Princeton Global Asset Management
New Jersey
$375K – – –
GT
803
Glenview Trust
Kentucky
$375K +$350K +18,092 New
AWM
804
Accurate Wealth Management
Florida
$375K -$15K -776 -4%
WIP
805
WealthCare Investment Partners
Rhode Island
$375K +$39.3K +2,032 +13%
FHA
806
Flagship Harbor Advisors
Massachusetts
$367K +$464 +24 +0.1%
FG
807
Fairman Group
Pennsylvania
$364K +$340K +17,568 New
FWM
808
Finer Wealth Management
Massachusetts
$360K -$619 -32 -0.2%
EHC
809
Everett Harris & Co
California
$360K +$25.9K +1,340 +8%
CI
810
Chartist Inc
California
$359K +$124K +6,420 +50%
MI
811
Moneywise Inc
Virginia
$357K -$16.3K -844 -5%
IF
812
Ironwood Financial
Arizona
$355K +$387 +20 +0.1%
CSPAM
813
Cary Street Partners Asset Management
Virginia
$353K +$329K +17,032 New
PFA
814
Pure Financial Advisors
California
$353K +$27.2K +1,408 +9%
FEM
815
Fulcrum Equity Management
Texas
$351K -$1.12M -58,028 -77%
ZIM
816
Zacks Investment Management
Illinois
$350K -$26.3K -1,360 -7%
CAI
817
Capital Advisors Inc
Oklahoma
$348K -$116K -6,000 -26%
HKIMG
818
Hutchens & Kramer Investment Management Group
Indiana
$346K +$464 +24 +0.1%
GWA
819
Geometric Wealth Advisors
District of Columbia
$346K – – –
IGWM
820
ICA Group Wealth Management
Colorado
$346K +$323K +16,684 New
HI
821
Hoey Investments
Pennsylvania
$344K -$27.3K -1,412 -8%
PWM
822
Praetorian Wealth Management
California
$343K +$320K +16,560 New
LF
823
Lantz Financial
Illinois
$342K – – –
HBW
824
Hazlett, Burt & Watson
West Virginia
$341K +$4.1K +212 +1%
VA
825
Valmark Advisers
Ohio
$340K +$74.8K +3,868 +31%
31 32
33
34 35