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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
826
Curi RMB Capital
Illinois
$339K +$39K +2,016 +14%
SSWM
827
Smith Salley Wealth Management
North Carolina
$338K +$20.4K +1,056 +7%
HIP
828
HUB Investment Partners
Texas
$336K -$14.9K -768 -5%
BW
829
BIP Wealth
Georgia
$334K – – –
GCM
830
G2 Capital Management
Ohio
$334K – – –
FPW
831
Flagship Private Wealth
Massachusetts
$333K – – –
GWS
832
Glassman Wealth Services
Virginia
$332K +$146K +7,528 +89%
AMM
833
American Money Management
California
$332K +$309 +16 +0.1%
VRM
834
Vectors Research Management
New York
$332K – – –
CC
835
Courier Capital
New York
$332K – – –
CSIA
836
Charles Schwab Investment Advisory
California
$331K +$60.5K +3,128 +24%
AF
837
Affiance Financial
Minnesota
$328K – – –
SHJ
838
Sharkey, Howes & Javer
Colorado
$328K – – –
WLIM
839
White Lighthouse Investment Management
Massachusetts
$327K -$108K -5,600 -26%
PFS
840
Prospera Financial Services
Texas
$319K +$22K +1,136 +8%
OFG
841
Omega Financial Group
California
$317K -$61K -3,152 -17%
IF
842
Intrua Financial
Texas
$315K -$13.5K -700 -4%
AGA
843
Arkos Global Advisors
Texas
$315K – – –
WMR
844
Wealth Management Resources
Rhode Island
$315K – – –
RG
845
Retirement Group
California
$314K +$77 +4 +0%
GFWA
846
Grey Fox Wealth Advisors
Delaware
$314K +$387 +20 +0.1%
DIS
847
Diversified Investment Strategies
Louisiana
$313K -$15.9K -820 -5%
VHAM
848
Van Hulzen Asset Management
California
$311K – – –
EWMCB
849
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$311K +$387 +20 +0.1%
CPC
850
Consolidated Planning Corp
Georgia
$306K – – –
32 33
34
35 36