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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
826
HighMark Wealth Management
Minnesota
$29.4K – – –
WPA
827
West Paces Advisors
Georgia
$28.5K – – –
TAIM
828
TD Ameritrade Investment Management
Nebraska
$28K – – –
CAL
829
Capital Analysts LLC
Pennsylvania
$28K +$2.37K +156 +10%
FHA
830
First Horizon Advisors
Tennessee
$27.9K – – –
FCMT
831
Founders Capital Management (Texas)
Texas
$23K – – –
FCB
832
First Command Bank
Texas
$22.8K – – –
FCFS
833
First Command Financial Services
Texas
$22.8K – – –
2L
834
25 LLC
Missouri
$22.2K +$20.3K +1,336 New
WAM
835
Worth Asset Management
Texas
$21.5K +$20K +1,320 New
CTC
836
Central Trust Company
Missouri
$21.1K – – –
CT
837
Cambridge Trust
Massachusetts
$19.7K – – –
KHC
838
Koesten Hirschmann & Crabtree
Kansas
$17.9K +$16.7K +1,100 New
TFA
839
Toth Financial Advisory
Virginia
$17.2K +$4.07K +268 +34%
PFM
840
Phillips Financial Management
Indiana
$16.6K – – –
PO
841
Private Ocean
California
$16.5K +$5.58K +368 +57%
CYG
842
Clean Yield Group
Vermont
$16.4K – – –
HMS
843
Hanseatic Management Services
New Mexico
$16K +$12.7K +836 +697%
GWSG
844
GPS Wealth Strategies Group
Colorado
$15.8K +$14.7K +968 New
JFG
845
JDM Financial Group
Texas
$15.5K – – –
SIC
846
Salem Investment Counselors
North Carolina
$15.3K +$2.13K +140 +18%
FFA
847
Fairfield Financial Advisors
Massachusetts
$14.8K +$61 +4 +0.4%
VWM
848
Valley Wealth Managers
New Jersey
$14.7K -$27.3K -1,800 -67%
SSB
849
Sandy Spring Bank
Maryland
$14.3K – – –
MBFW
850
Morton Brown Family Wealth
Pennsylvania
$14.2K – – –
32 33
34
35 36