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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
851
Beacon Financial Advisory
Ohio
$1.17M +$44.8K +1,353 +4%
KA
852
Kovack Advisors
Florida
$1.17M +$29.3K +884 +3%
BAM
853
Bellevue Asset Management
Washington
$1.17M -$20.6K -623 -2%
WAG
854
Winthrop Advisory Group
Massachusetts
$1.17M +$80.9K +2,440 +8%
APW
855
Aurora Private Wealth
New Jersey
$1.17M +$13.9K +420 +1%
DWM
856
DecisionMap Wealth Management
Virginia
$1.16M -$19.2K -579 -2%
MFG
857
Magnus Financial Group
New York
$1.16M -$380K -11,470 -25%
MWM
858
Modern Wealth Management
Kansas
$1.16M +$641K +19,355 +131%
SI
859
Stephens Inc
Arkansas
$1.15M +$53.8K +1,625 +5%
FLA
860
Financial Life Advisors
Texas
$1.14M – – –
AT
861
Adelphi Trust
Florida
$1.14M +$164K +4,963 +17%
MAM
862
Marotta Asset Management
Virginia
$1.13M -$26.4K -796 -2%
UB
863
UMB Bank
Missouri
$1.13M +$164K +4,935 +17%
CCA
864
Clearwater Capital Advisors
Illinois
$1.13M +$273K +8,252 +33%
ICM
865
Islay Capital Management
Texas
$1.12M – – –
PWM
866
Platt Wealth Management
California
$1.12M +$56.4K +1,702 +5%
VW
867
Vantus Wealth
Pennsylvania
$1.12M +$1.1M +33,114 New
SWP
868
SIMA Wealth Partners
Virginia
$1.12M -$88.9K -2,683 -8%
TCWM
869
Total Clarity Wealth Management
Illinois
$1.11M -$116K -3,508 -10%
BPWM
870
Badgley Phelps Wealth Managers
Washington
$1.11M +$4.67K +141 +0.4%
CCM
871
Colorado Capital Management
Colorado
$1.1M +$1.09K +33 +0.1%
HC
872
Hoese & Co
Minnesota
$1.1M -$121K -3,661 -10%
EFP
873
Elser Financial Planning
Indiana
$1.09M +$563 +17 +0.1%
HBS
874
Howard Bailey Securities
Indiana
$1.09M +$162K +4,883 +18%
MTIC
875
Missouri Trust & Investment Company
Missouri
$1.08M -$110K -3,317 -9%
33 34
35
36 37