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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
901
One Wealth Management Investment & Advisory Services
Florida
$909K +$75.3K +2,314 +9%
GA
902
Goldstein Advisors
Wisconsin
$902K +$14.5K +445 +2%
FA
903
Fortis Advisors
Pennsylvania
$901K +$63.7K +1,960 +8%
EL
904
Essex LLC
Illinois
$900K -$29K -893 -3%
VFG
905
Victory Financial Group
Texas
$899K +$274K +8,431 +44%
MWM
906
Moran Wealth Management
Florida
$898K -$35.3K -1,086 -4%
SWM
907
Stark Wealth Management
Pennsylvania
$895K +$39.8K +1,223 +5%
GKWIM
908
Gerber Kawasaki Wealth & Investment Management
California
$894K +$34.7K +1,066 +4%
HCWM
909
Hidden Cove Wealth Management
Washington
$892K +$52.1K +1,601 +6%
HWA
910
Hilltop Wealth Advisors
North Carolina
$892K -$17.4K -535 -2%
HP
911
Holistic Planning
Texas
$890K +$488K +15,000 +122%
FEM
912
Fulcrum Equity Management
Texas
$889K -$191K -5,862 -18%
CRA
913
Clear Retirement Advice
California
$888K +$930K +28,580 New
SWP
914
Strategic Wealth Partners
Ohio
$887K -$1.19M -36,596 -57%
SWM
915
SpringVest Wealth Management
Texas
$885K – – –
HBS
916
Howard Bailey Securities
Indiana
$883K -$10.5M -324,037 -92%
SF
917
Symphony Financial
Texas
$878K +$190K +5,831 +28%
WP
918
WealthPLAN Partners
Nebraska
$878K +$36.5K +1,121 +4%
PFA
919
Pure Financial Advisors
California
$877K +$23.1K +709 +3%
JWM
920
Johnson Wealth Management
North Dakota
$874K – – –
AG
921
AmeriFlex Group
Nevada
$873K -$308K -9,485 -26%
OCA
922
OpenArc Corporate Advisory
Georgia
$873K +$870K +26,762 New
ABC
923
Associated Banc-Corp
Wisconsin
$872K +$21.3K +654 +3%
CIR
924
Clear Investment Research
Georgia
$871K -$2.73K -84 -0.3%
AOWM
925
Alpha Omega Wealth Management
Virginia
$868K – – –
35 36
37
38 39