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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
801
Alpha Omega Wealth Management
Virginia
$776K -$7.66K -280 -1%
AP
802
Adero Partners
California
$775K -$15.4K -562 -2%
WA
803
WPG Advisers
Maryland
$772K +$757K +27,683 New
RFA
804
Resurgent Financial Advisors
Georgia
$759K -$30.2K -1,103 -4%
LF
805
LifeSteps Financial
California
$758K +$109 +4 +0%
DBIA
806
Dumont & Blake Investment Advisors
New Jersey
$757K -$5.11K -187 -0.7%
ABC
807
Associated Banc-Corp
Wisconsin
$757K – – –
GA
808
Goldstein Advisors
Wisconsin
$751K -$23.4K -854 -3%
PMFA
809
Plante Moran Financial Advisors
Michigan
$748K -$27 -1 -0%
AWM
810
Accel Wealth Management
Iowa
$747K +$52.3K +1,914 +8%
NCM
811
Northwest Capital Management
Oregon
$740K +$301 +11 +0%
BWA
812
Beam Wealth Advisors
Louisiana
$738K +$724K +26,491 New
SAM
813
Silvercrest Asset Management
New York
$736K -$1.09K -40 -0.2%
GCA
814
Genesee Capital Advisors
New York
$734K +$721K +26,350 New
TI
815
Trexquant Investment
Connecticut
$722K +$709K +25,921 New
SFC
816
Strategic Financial Concepts
Texas
$712K +$37.5K +1,373 +6%
CGA
817
Crescent Grove Advisors
Illinois
$708K +$629 +23 +0.1%
EA
818
Ergawealth Advisors
Illinois
$705K +$13.5K +493 +2%
RA
819
Ruggaard & Associates
Ohio
$705K – – –
CSIC
820
Clifford Swan Investment Counsel
California
$704K -$105K -3,840 -13%
LWA
821
Lantern Wealth Advisors
New York
$703K +$50.6K +1,849 +8%
NP
822
NorthRock Partners
Minnesota
$697K +$137 +5 +0%
BAM
823
Belpointe Asset Management
Nevada
$694K -$579K -21,160 -76%
OAJ
824
Ogorek Anthony Joseph
New York
$692K -$15.3K -558 -2%
GC
825
Grimes & Company
Massachusetts
$692K +$679K +24,825 New
31 32
33
34 35