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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
926
Clear Investment Research
Georgia
$905K +$1.43K +43 +0.2%
RWA
927
Resolute Wealth Advisor
Ohio
$901K – – –
LWM
928
Lakeridge Wealth Management
Ohio
$896K +$102K +3,066 +13%
IWM
929
Immaculate Wealth Management
Arizona
$892K +$133 +4 +0%
OCA
930
Optimus Capital Advisors
Texas
$891K +$120K +3,620 +16%
LJAC
931
L.J. Altfest & Co
New York
$888K +$13.7K +413 +2%
ABC
932
Associated Banc-Corp
Wisconsin
$886K +$4.17K +126 +0.5%
DBIA
933
Dumont & Blake Investment Advisors
New Jersey
$884K +$563 +17 +0.1%
GKWIM
934
Gerber Kawasaki Wealth & Investment Management
California
$877K +$30.3K +914 +4%
ZF
935
Zhang Financial
Michigan
$875K +$289K +8,715 +51%
QCM
936
QRG Capital Management
Illinois
$872K +$423K +12,775 +98%
SEP
937
Signature Equity Partners
Ohio
$870K -$84K -2,536 -9%
GFA
938
Godfrey Financial Associates
New York
$868K +$24.9K +750 +3%
CG
939
Caprock Group
Idaho
$866K +$147K +4,435 +21%
CCA
940
Cadent Capital Advisors
Oklahoma
$864K -$262K -7,895 -24%
FTWA
941
Fifth Third Wealth Advisors
Ohio
$860K +$13.1K +396 +2%
RZH
942
Relyea Zuckerberg Hanson
Connecticut
$859K – – –
CAM
943
Costello Asset Management
Pennsylvania
$858K -$1.23K -37 -0.1%
RA
944
Ruggaard & Associates
Ohio
$857K – – –
SPG
945
Strategic Planning Group
Utah
$853K -$103K -3,116 -11%
CI
946
CX Institutional
Indiana
$853K -$7.23M -218,146 -90%
KWIA
947
Kinetic Wealth Investment Advisors
Ohio
$844K +$827K +24,947 New
SIM
948
Synergy Investment Management
Florida
$841K +$789K +23,807 +1,621%
AAS
949
Annex Advisory Services
Wisconsin
$839K +$30.5K +919 +4%
RMA
950
Roffman Miller Associates
Pennsylvania
$835K -$26.7K -806 -3%
36 37
38
39 40