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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
826
OMC Financial Services
New York
$917K -$1.34K -44 -0.2%
FIM
827
Freedom Investment Management
Connecticut
$915K -$6.06M -198,757 -87%
MWM
828
Moran Wealth Management
Florida
$914K +$382K +12,549 +78%
EL
829
Essex LLC
Illinois
$909K -$79.3K -2,602 -8%
JWS
830
Juncture Wealth Strategies
Arizona
$905K +$44K +1,445 +5%
WPW
831
Watershed Private Wealth
Illinois
$903K -$5.55K -182 -0.6%
SFG
832
Sovereign Financial Group
Connecticut
$901K -$111K -3,642 -11%
OAJ
833
Ogorek Anthony Joseph
New York
$900K -$23.7K -778 -3%
NAMNJ
834
NorthStar Asset Management (New Jersey)
New Jersey
$894K -$1.37K -45 -0.2%
HWA
835
Hilltop Wealth Advisors
North Carolina
$889K -$1.28K -42 -0.2%
CE
836
Cornerstone Enterprises
Wisconsin
$887K -$180K -5,911 -18%
RPGNY
837
Retirement Planning Group (New York)
New York
$885K +$81.2K +2,665 +11%
TA
838
TFB Advisors
Kansas
$881K +$62.9K +2,065 +8%
BOSSRA
839
B.O.S.S. Retirement Advisors
Utah
$877K +$439K +14,401 +110%
TCWM
840
Total Clarity Wealth Management
Illinois
$872K -$63.5K -2,082 -7%
GA
841
Goldstein Advisors
Wisconsin
$869K – – –
GEM
842
Global Endowment Management
North Carolina
$869K -$1.28K -42 -0.2%
SWM
843
SpringVest Wealth Management
Texas
$865K – – –
SFS
844
Summit Financial Strategies
Ohio
$857K – – –
CCC
845
Compass Capital Corp
Massachusetts
$856K – – –
DBIA
846
Dumont & Blake Investment Advisors
New Jersey
$855K +$10.2K +336 +1%
CIR
847
Clear Investment Research
Georgia
$855K -$36.4K -1,193 -4%
JWM
848
Johnson Wealth Management
North Dakota
$855K +$816K +26,788 New
RFA
849
Resurgent Financial Advisors
Georgia
$852K +$157K +5,165 +24%
AOWM
850
Alpha Omega Wealth Management
Virginia
$850K -$568K -18,642 -41%
32 33
34
35 36