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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
901
Optimum Investment Advisors
Illinois
$16.3K +$69 +4 +0.5%
RCM
902
Raleigh Capital Management
North Carolina
$15.8K +$69 +4 +0.5%
CAM
903
Chesapeake Asset Management
New York
$15.7K – – –
WWP
904
WR Wealth Planners
Missouri
$15.1K +$13.8K +804 New
CFS
905
CGC Financial Services
Oregon
$15K +$13.7K +800 New
AWM
906
AllSquare Wealth Management
New York
$15K +$14.5K +848 New
BWA
907
BDO Wealth Advisors
Florida
$14.6K – – –
HIA
908
Harbor Investment Advisory
Maryland
$13.8K – – –
BWM
909
Baystate Wealth Management
Massachusetts
$12.4K -$281K -16,368 -96%
HT
910
Headlands Technologies
Illinois
$12K +$4.12K +240 +60%
AWM
911
Aberdeen Wealth Management
Illinois
$11.2K -$480 -28 -4%
PTC
912
Private Trust Company
Ohio
$11.1K +$1.37K +80 +16%
TFP
913
Tilia Fiduciary Partners
North Carolina
$9.37K +$8.57K +500 New
C
914
Covestor
United Kingdom
$9K -$5.55K -324 -41%
RFG
915
RFP Financial Group
Georgia
$8.26K +$7.54K +440 New
AIC
916
Archer Investment Corporation
Indiana
$7.95K – – –
KFI
917
Key Financial Inc
Pennsylvania
$7.5K – – –
CSB
918
City State Bank
Iowa
$6K – – –
DJSG
919
D.J. St. Germain
Massachusetts
$5.25K +$4.8K +280 New
CMA
920
Cedar Mountain Advisors
Oregon
$4.95K – – –
CAM
921
Costello Asset Management
Pennsylvania
$4.8K – – –
NFSG
922
Newbridge Financial Services Group
Florida
$4.8K – – –
HR
923
Howe & Rusling
New York
$4.03K +$3.7K +216 New
GWMIA
924
Global Wealth Management Investment Advisory
Florida
$3.6K +$3.29K +192 New
BCMIO
925
Beacon Capital Management Inc (Ohio)
Ohio
$3.45K – – –
35 36
37
38 39