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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
876
Resolute Wealth Advisor
Ohio
$901K +$961K +30,919 New
FFA
877
Fi3 Financial Advisors
Indiana
$898K -$99.8K -3,212 -9%
EWA
878
Eagle Wealth Advisors
Connecticut
$889K -$77.5K -2,493 -8%
HWA
879
HMV Wealth Advisors
Louisiana
$884K -$242K -7,796 -20%
CRA
880
Clear Retirement Advice
California
$877K +$47.5K +1,528 +5%
CWG
881
Cornerstone Wealth Group
North Carolina
$876K -$457K -14,700 -35%
RFP
882
RCS Financial Planning
Maryland
$874K +$429K +13,812 +85%
FFA
883
Florida Financial Advisors
Florida
$870K -$102K -3,285 -10%
EWM
884
Elevation Wealth Management
Minnesota
$863K +$394K +12,676 +75%
HCWM
885
Hidden Cove Wealth Management
Washington
$858K +$65.5K +2,107 +8%
IAIM
886
International Assets Investment Management
Florida
$855K +$6.16K +198 +0.7%
GWMR
887
GC Wealth Management RIA
Massachusetts
$854K +$26.5K +854 +3%
SF
888
Symphony Financial
Texas
$853K +$95.7K +3,078 +12%
AG
889
AmeriFlex Group
Nevada
$849K +$73.8K +2,375 +9%
HBW
890
Hazlett, Burt & Watson
West Virginia
$844K -$53.9K -1,734 -6%
SPL
891
Smart Portfolios LLC
Washington
$841K – – –
OFS
892
OMC Financial Services
New York
$841K +$18.3K +588 +2%
SWA
893
Sax Wealth Advisors
New Jersey
$840K – – –
EL
894
Essex LLC
Illinois
$837K +$35.6K +1,145 +4%
AT
895
Adelphi Trust
Florida
$835K +$6.87K +221 +0.8%
TWA
896
TCI Wealth Advisors
Arizona
$832K +$9.36K +301 +1%
UB
897
UMB Bank
Missouri
$829K -$209K -6,736 -19%
CWM
898
Castle Wealth Management
Florida
$829K -$18.7K -600 -2%
GI
899
GS Investments
Minnesota
$828K -$24.4K -784 -3%
SPG
900
Strategic Planning Group
Utah
$825K -$10K -322 -1%
34 35
36
37 38