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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
851
Annex Advisory Services
Wisconsin
$347K +$11.8K +532 +4%
CI
852
Chartist Inc
California
$345K – – –
FW
853
FirstPurpose Wealth
Utah
$344K +$97.3K +4,400 +42%
NIWA
854
New Insight Wealth Advisors
California
$340K +$88.9K +4,020 +38%
WMR
855
Wealth Management Resources
Rhode Island
$339K -$11.5K -520 -3%
DAM
856
Delta Asset Management
Tennessee
$338K – – –
FWM
857
Focused Wealth Management
New York
$338K +$1.06K +48 +0.3%
AFS
858
Access Financial Services
Minnesota
$336K – – –
WLIM
859
White Lighthouse Investment Management
Massachusetts
$335K -$28.8K -1,300 -8%
WP
860
Wealthspan Partners
Iowa
$334K +$319K +14,424 New
HWM
861
Hohimer Wealth Management
Washington
$334K – – –
LFG
862
Larson Financial Group
Missouri
$333K +$187K +8,456 +143%
CPC
863
Consolidated Planning Corp
Georgia
$332K -$9.2K -416 -3%
AMM
864
American Money Management
California
$332K -$37.2K -1,684 -11%
SAM
865
Secure Asset Management
Michigan
$332K +$317K +14,316 New
VV
866
Verity & Verity
South Carolina
$332K +$316K +14,304 New
DIS
867
Diversified Investment Strategies
Louisiana
$330K -$18.8K -848 -6%
VRM
868
Vectors Research Management
New York
$327K -$42K -1,900 -12%
CC
869
Courier Capital
New York
$327K -$42K -1,900 -12%
AIM
870
AHL Investment Management
Florida
$325K – – –
LG
871
LaFleur & Godfrey
Michigan
$325K -$1.24K -56 -0.4%
FFA
872
Farther Finance Advisors
California
$324K -$185K -8,380 -37%
CI
873
CX Institutional
Indiana
$322K -$1.23M -55,624 -80%
FA
874
Fortis Advisors
Pennsylvania
$321K +$43.6K +1,972 +17%
IWN
875
Independent Wealth Network
Iowa
$321K +$69.9K +3,160 +30%
33 34
35
36 37