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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
826
Everett Harris & Co
California
$845K – – –
OFS
827
OMC Financial Services
New York
$841K -$1.8K -68 -0.2%
WPW
828
Watershed Private Wealth
Illinois
$832K -$6.16K -233 -0.8%
EW
829
Element Wealth
Mississippi
$827K – – –
NAMNJ
830
NorthStar Asset Management (New Jersey)
New Jersey
$820K +$635 +24 +0.1%
TWA
831
TCI Wealth Advisors
Arizona
$818K – – –
CIR
832
Clear Investment Research
Georgia
$818K -$11.3K -428 -2%
HWA
833
Hilltop Wealth Advisors
North Carolina
$815K -$28.7K -1,086 -4%
MW
834
Maia Wealth
Colorado
$801K -$53.7K -2,032 -7%
IWN
835
Independent Wealth Network
Iowa
$800K +$13.7K +518 +2%
CAI
836
Capital Advisors Inc
Oklahoma
$797K +$55.9K +2,114 +8%
GEM
837
Global Endowment Management
North Carolina
$796K +$721K +27,260 New
GA
838
Goldstein Advisors
Wisconsin
$795K -$5K -189 -0.7%
CCC
839
Compass Capital Corp
Massachusetts
$793K -$93.1K -3,522 -12%
SWM
840
SpringVest Wealth Management
Texas
$792K -$63.5K -2,400 -8%
LJAC
841
L.J. Altfest & Co
New York
$789K -$18.6K -702 -3%
JWS
842
Juncture Wealth Strategies
Arizona
$787K +$712K +26,926 New
ABC
843
Associated Banc-Corp
Wisconsin
$786K +$22.1K +836 +3%
IAIM
844
International Assets Investment Management
Florida
$785K +$171K +6,454 +32%
SFS
845
Summit Financial Strategies
Ohio
$784K -$59K -2,232 -8%
LEA
846
Legacy Edge Advisors
New York
$779K +$224K +8,490 +47%
GC
847
Grimes & Company
Massachusetts
$777K +$49.5K +1,871 +8%
NB
848
NBT Bank
New York
$775K -$8.33K -315 -1%
DBIA
849
Dumont & Blake Investment Advisors
New Jersey
$773K +$27.4K +1,036 +4%
GCA
850
Genesee Capital Advisors
New York
$771K +$661 +25 +0.1%
32 33
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35 36