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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
801
D.L. Carlson Investment Group
New Hampshire
$517K -$37.8K -1,604 -7%
FTDI
802
First Trust Direct Indexing
Massachusetts
$516K +$483K +20,476 New
WP
803
Westmount Partners
California
$511K +$189 +8 +0%
GCM
804
Gallacher Capital Management
Colorado
$511K – – –
LWA
805
Lantern Wealth Advisors
New York
$506K +$10.2K +432 +2%
TPW
806
Tiller Private Wealth
Pennsylvania
$505K +$44.7K +1,896 +10%
NG
807
NWK Group
California
$504K – – –
BAWC
808
Boyce & Associates Wealth Consulting
Texas
$501K – – –
AWM
809
Accel Wealth Management
Iowa
$498K +$192K +8,144 +70%
BDFN
810
Bond & Devick Financial Network
Minnesota
$497K – – –
NIWA
811
New Insight Wealth Advisors
California
$496K +$118K +4,992 +34%
WIP
812
WealthCare Investment Partners
Rhode Island
$492K +$3.87K +164 +0.8%
IAIM
813
International Assets Investment Management
Florida
$491K -$76.9K -3,260 -14%
FHA
814
Flagship Harbor Advisors
Massachusetts
$487K +$37.7K +1,600 +9%
SW
815
SMART Wealth
Nebraska
$484K +$1.98K +84 +0.4%
PFA
816
Pathway Financial Advisors
Vermont
$484K – – –
RC
817
Roundview Capital
New Jersey
$483K – – –
AIM
818
Avity Investment Management
Connecticut
$482K -$79.4K -3,368 -15%
CPSAC
819
Chas P. Smith & Associates (CPS)
Florida
$480K – – –
GCIM
820
Gunn & Company Investment Management
Florida
$480K – – –
WFA
821
WMG Financial Advisors
Tennessee
$478K -$52.7K -2,236 -11%
FC
822
Financial Consulate
Maryland
$477K -$34K -1,440 -7%
IWA
823
IVC Wealth Advisors
Pennsylvania
$476K -$11.3K -480 -2%
BAM
824
Belpointe Asset Management
Nevada
$474K +$3.59K +152 +0.8%
VAS
825
Valicenti Advisory Services
New York
$471K -$3.96K -168 -0.9%
31 32
33
34 35