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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
876
GC Wealth Management RIA
Massachusetts
$707K +$135K +5,102 +27%
ACA
877
Aspire Capital Advisors
Washington
$704K -$889K -33,609 -58%
GI
878
GS Investments
Minnesota
$703K -$146K -5,520 -19%
PWAM
879
Private Wealth Asset Management
Iowa
$699K +$15.2K +573 +2%
ANTB
880
AMG National Trust Bank
Colorado
$692K +$280K +10,582 +81%
WAG
881
Windsor Advisory Group
Ohio
$691K -$147K -5,576 -19%
GKWIM
882
Gerber Kawasaki Wealth & Investment Management
California
$686K -$97.9K -3,703 -14%
IA
883
Insight Advisors
Pennsylvania
$685K -$255K -9,653 -29%
SWP
884
Sagespring Wealth Partners
Tennessee
$685K -$23.1K -872 -4%
TC
885
TownSquare Capital
Utah
$680K -$6.52M -246,436 -91%
RA
886
Resolute Advisors
California
$678K +$582 +22 +0.1%
PWA
887
Peterson Wealth Advisors
Utah
$675K -$3.57K -135 -0.6%
AAS
888
Annex Advisory Services
Wisconsin
$669K -$18.2K -687 -3%
WWA
889
Wisconsin Wealth Advisors
Wisconsin
$666K +$603K +22,799 New
PIMG
890
Patriot Investment Management Group
Tennessee
$663K +$11.2K +424 +2%
VWM
891
Vermillion Wealth Management
Minnesota
$662K +$59.8K +2,263 +11%
PCA
892
Prosperity Capital Advisors
Ohio
$662K +$348K +13,164 +139%
CA
893
Continuum Advisory
Idaho
$660K +$158K +5,960 +36%
SIAG
894
Safeguard Investment Advisory Group
California
$660K +$597K +22,590 New
SFC
895
SYM Financial Corp
Indiana
$659K – – –
ATPW
896
Ashton Thomas Private Wealth
Arizona
$657K +$55K +2,079 +10%
LRPA
897
L. Roy Papp & Associates
Arizona
$655K -$13.7K -520 -2%
SWGC
898
Summit Wealth Group (Colorado)
Colorado
$653K +$591K +22,366 New
OAM
899
Oppenheimer Asset Management
New York
$653K -$7.72K -292 -1%
LWM
900
Lakeridge Wealth Management
Ohio
$651K -$42.3K -1,601 -7%
34 35
36
37 38