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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
$824K +$13.6K +436 +2%
SEP
902
Signature Equity Partners
Ohio
$823K +$132K +4,232 +18%
RFP
903
Root Financial Partners
California
$822K +$285K +9,183 +48%
AWP
904
Ascent Wealth Partners
New York
$818K +$873K +28,097 New
WPW
905
Watershed Private Wealth
Illinois
$816K -$8.8K -283 -1%
SWASL
906
Spartan Wealth Advisory Services LLC
Michigan
$810K +$865K +27,811 New
GA
907
Goldstein Advisors
Wisconsin
$809K +$3.89K +125 +0.5%
OAJ
908
Ogorek Anthony Joseph
New York
$807K -$8.36K -269 -1%
TCM
909
Traynor Capital Management
Pennsylvania
$806K +$258K +8,306 +41%
NAMNJ
910
NorthStar Asset Management (New Jersey)
New Jersey
$805K -$8.98K -289 -1%
CWP
911
Core Wealth Partners
California
$804K +$184K +5,912 +27%
PMFA
912
Plante Moran Financial Advisors
Michigan
$797K +$233K +7,485 +38%
HBS
913
Howard Bailey Securities
Indiana
$794K +$6.06K +195 +0.7%
AWMS
914
Advocacy Wealth Management Services
Georgia
$791K -$396K -12,724 -32%
SWM
915
SpringVest Wealth Management
Texas
$790K – – –
SA
916
Sovran Advisors
California
$785K +$132K +4,260 +22%
OC
917
Optima Capital
Oregon
$781K +$156K +5,009 +23%
JWM
918
Johnson Wealth Management
North Dakota
$780K – – –
CIR
919
Clear Investment Research
Georgia
$778K – – –
WP
920
WealthPLAN Partners
Nebraska
$776K -$8.36K -269 -1%
PFA
921
Pure Financial Advisors
California
$776K -$7.46K -240 -0.9%
VWA
922
VSM Wealth Advisory
Maryland
$771K +$29.3K +941 +4%
VWM
923
Vermillion Wealth Management
Minnesota
$770K +$2.67K +86 +0.3%
SFS
924
Summit Financial Strategies
Ohio
$769K -$62 -2 -0%
IWM
925
Immaculate Wealth Management
Arizona
$768K +$819K +26,357 New
35 36
37
38 39