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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
826
Strategic Financial Concepts
Texas
$644K +$5.07K +185 +0.7%
PIN
827
Prudent Investors Network
California
$641K +$47.1K +1,720 +7%
DBIA
828
Dumont & Blake Investment Advisors
New Jersey
$637K -$46.9K -1,714 -6%
WA
829
WESPAC Advisors
California
$637K -$1.12M -40,746 -62%
RA
830
Ruggaard & Associates
Ohio
$633K – – –
CSIC
831
Clifford Swan Investment Counsel
California
$633K – – –
LFA
832
Legend Financial Advisors
Pennsylvania
$632K -$176K -6,416 -20%
CAM
833
Costello Asset Management
Pennsylvania
$631K +$684K +24,957 +9,749%
CAI
834
Capital Advisors Inc
Oklahoma
$631K +$14.7K +535 +2%
NWM
835
Napa Wealth Management
California
$630K -$2.57M -93,976 -79%
CGA
836
Crescent Grove Advisors
Illinois
$625K -$12.2K -447 -2%
FEM
837
Fulcrum Equity Management
Texas
$621K +$9.34K +341 +1%
LAIC
838
Lederer & Associates Investment Counsel
California
$620K +$23K +839 +4%
GC
839
Grimes & Company
Massachusetts
$619K -$2.63K -96 -0.4%
TA
840
TFB Advisors
Kansas
$618K +$4.99K +182 +0.7%
WP
841
WealthPLAN Partners
Nebraska
$617K +$39K +1,424 +6%
OWMIAS
842
One Wealth Management Investment & Advisory Services
Florida
$617K +$675K +24,631 New
SAM
843
Smartleaf Asset Management
Massachusetts
$611K +$393K +14,356 +143%
SWP
844
Sagespring Wealth Partners
Tennessee
$609K -$400K -14,592 -37%
CWC
845
Carolinas Wealth Consulting
North Carolina
$606K +$8.24K +301 +1%
RPGNY
846
Retirement Planning Group (New York)
New York
$603K +$189K +6,887 +40%
HIP
847
HUB Investment Partners
Texas
$600K +$193K +7,046 +42%
WFA
848
WMG Financial Advisors
Tennessee
$599K +$101K +3,672 +18%
LWM
849
Lakeridge Wealth Management
Ohio
$599K +$59.7K +2,181 +10%
PFPT
850
Pinnacle Financial Partners (Tennessee)
Tennessee
$595K -$3.59K -131 -0.5%
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