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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
801
Elser Financial Planning
Indiana
$552K +$533K +21,184 New
SA
802
SRH Advisors
Kansas
$551K – – –
NIWA
803
New Insight Wealth Advisors
California
$548K +$34.4K +1,368 +7%
GWMR
804
GC Wealth Management RIA
Massachusetts
$547K +$291K +11,552 +122%
MWM
805
MBE Wealth Management
Wisconsin
$539K +$604 +24 +0.1%
AFA
806
Atlas Financial Advisors
California
$539K +$53.8K +2,136 +12%
PIA
807
Pinion Investment Advisors
Kansas
$536K +$503 +20 +0.1%
CWM
808
Cabot Wealth Management
Massachusetts
$536K -$201 -8 -0%
ACM
809
AlphaStar Capital Management
North Carolina
$534K +$516K +20,500 New
UAG
810
United Advisor Group
Ohio
$533K -$402K -15,964 -44%
SC
811
Scotia Capital
Ontario, Canada
$531K -$28K -1,112 -5%
BAWC
812
Boyce & Associates Wealth Consulting
Texas
$529K +$11K +436 +2%
GCM
813
Gallacher Capital Management
Colorado
$529K +$1.01K +40 +0.2%
SW
814
SMART Wealth
Nebraska
$529K +$27.9K +1,108 +6%
OL
815
Owen LaRue
Kentucky
$524K -$86.9K -3,452 -15%
WP
816
Westmount Partners
California
$524K +$302 +12 +0.1%
CA
817
Calton & Associates
Florida
$522K +$504K +20,036 New
TPW
818
Tiller Private Wealth
Pennsylvania
$521K – – –
NG
819
NWK Group
California
$521K – – –
TI
820
Truepoint Inc
Ohio
$517K +$126K +5,008 +34%
PGAM
821
Princeton Global Asset Management
New Jersey
$516K +$42.8K +1,700 +9%
WFA
822
WMG Financial Advisors
Tennessee
$515K +$20.1K +800 +4%
BDFN
823
Bond & Devick Financial Network
Minnesota
$514K – – –
PFA
824
Pure Financial Advisors
California
$504K +$21.2K +844 +5%
FHA
825
Flagship Harbor Advisors
Massachusetts
$504K +$906 +36 +0.2%
31 32
33
34 35