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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
826
Cozad Asset Management
Illinois
$1.04M – – –
SWP
827
SIMA Wealth Partners
Virginia
$1.04M -$64.9K -2,088 -6%
PWA
828
Peterson Wealth Advisors
Utah
$1.04M +$22.3K +717 +2%
SFG
829
SevenBridge Financial Group
Pennsylvania
$1.03M -$112K -3,599 -10%
BAM
830
Bellevue Asset Management
Washington
$1.03M +$31.7K +1,020 +3%
WP
831
Wealthspan Partners
Iowa
$1.02M +$88.3K +2,840 +9%
SP
832
Stonebrook Private
Michigan
$1.02M -$494K -15,895 -31%
GS
833
GWN Securities
Florida
$1.02M -$351K -11,293 -24%
MTIC
834
Missouri Trust & Investment Company
Missouri
$1.02M +$126K +4,052 +13%
DWM
835
DecisionMap Wealth Management
Virginia
$1.02M -$50.3K -1,617 -4%
KFA
836
Kelleher Financial Advisors
New York
$1.01M – – –
STA
837
Summit Trail Advisors
New York
$1.01M – – –
HL
838
HeadInvest LLC
Maine
$1.01M -$5.56K -179 -0.5%
MAM
839
Marotta Asset Management
Virginia
$1M -$36.1K -1,162 -3%
PIA
840
Pinion Investment Advisors
Kansas
$995K +$400K +12,861 +60%
NP
841
NorthRock Partners
Minnesota
$992K +$113K +3,631 +12%
QPWM
842
Quadrant Private Wealth Management
Pennsylvania
$992K +$7.46K +240 +0.7%
OWM
843
OneAscent Wealth Management
Alabama
$991K -$93.5K -3,008 -8%
BWA
844
Beam Wealth Advisors
Louisiana
$987K +$16.1K +517 +2%
KA
845
Kovack Advisors
Florida
$985K -$14.4M -462,479 -93%
FLA
846
Financial Life Advisors
Texas
$982K – – –
KCM
847
Kathmere Capital Management
Pennsylvania
$978K +$24.7K +796 +2%
CCA
848
Cadent Capital Advisors
Oklahoma
$974K +$492K +15,818 +90%
CA
849
Continuum Advisory
Idaho
$973K +$153K +4,908 +17%
LEA
850
Legacy Edge Advisors
New York
$973K -$58.7K -1,887 -5%
32 33
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