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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
826
Klingman & Associates
New York
$470K -$25.9K -1,096 -6%
LEA
827
Legacy Edge Advisors
New York
$469K -$95K -4,028 -18%
AFA
828
Atlas Financial Advisors
California
$467K -$23K -976 -5%
PFA
829
Pure Financial Advisors
California
$467K +$35.3K +1,496 +9%
MA
830
MONECO Advisors
Connecticut
$466K -$49.6K -2,104 -10%
WP
831
Wealthspan Partners
Iowa
$462K +$91.9K +3,896 +27%
AFA
832
Alpha Financial Advisors
North Carolina
$461K – – –
GLA
833
Good Life Advisors
Pennsylvania
$460K – – –
PGAM
834
Princeton Global Asset Management
New Jersey
$456K – – –
RL
835
Retireful LLC
Michigan
$450K +$421K +17,840 New
AWM
836
Accurate Wealth Management
Florida
$449K +$8.02K +340 +2%
GT
837
Glenview Trust
Kentucky
$447K – – –
TP
838
Tranquility Partners
Tennessee
$446K -$42.5K -1,800 -9%
MW
839
Maia Wealth
Colorado
$445K +$402K +17,052 New
CG
840
Caprock Group
Idaho
$443K +$414K +17,568 New
SAM
841
Secure Asset Management
Michigan
$443K +$76.9K +3,260 +23%
AC
842
Annandale Capital
Texas
$438K +$410K +17,380 New
MI
843
Moneywise Inc
Virginia
$434K – – –
LFA
844
LGT Financial Advisors
Texas
$434K -$350K -14,848 -46%
IF
845
Ironwood Financial
Arizona
$431K +$189 +8 +0%
GAA
846
Global Assets Advisory
Florida
$429K – – –
KC
847
Knuff & Co
California
$429K +$401K +17,004 New
PTC
848
Private Trust Company
Ohio
$425K +$200K +8,480 +101%
NSAM
849
North Star Asset Management
Wisconsin
$423K -$58.5K -2,480 -13%
AO
850
Advisor OS
Illinois
$422K -$72.8K -3,088 -16%
32 33
34
35 36