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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
926
Hudock Inc
Pennsylvania
$314K – – –
CFS
927
Coordinated Financial Services
Colorado
$313K -$22.1K -936 -7%
FPW
928
Flagship Private Wealth
Massachusetts
$313K -$29.8K -1,264 -9%
FCA
929
FinTrust Capital Advisors
South Carolina
$312K -$4.91K -208 -2%
FFM
930
Forum Financial Management
Illinois
$310K +$290K +12,284 New
SHA
931
Seneca House Advisors
Virginia
$307K -$31.6K -1,340 -10%
SA
932
Stewardship Advisors
Pennsylvania
$306K +$287K +12,148 New
EFG
933
Ehrlich Financial Group
California
$306K +$39.8K +1,688 +16%
WE
934
Wealth Effects
Massachusetts
$306K +$64.1K +2,716 +29%
DWM
935
Diversify Wealth Management
Utah
$305K +$311K +13,172 New
BMCM
936
Bryn Mawr Capital Management
Pennsylvania
$303K – – –
PAG
937
Paladin Advisory Group
Iowa
$302K -$7.08K -300 -2%
AIM
938
Aspen Investment Management
Michigan
$301K +$44K +1,864 +18%
BIA
939
Bell Investment Advisors
California
$299K +$279K +11,844 New
BWM
940
BNC Wealth Management
Oregon
$297K – – –
MAC
941
Mason & Associates (California)
California
$292K +$1.42K +60 +0.5%
OFS
942
Oldfather Financial Services
Nebraska
$291K -$18.9K -800 -6%
MCCP
943
Mission Creek Capital Partners
California
$286K -$36.2K -1,536 -12%
AMM
944
American Money Management
California
$282K -$74.5K -3,160 -22%
MC
945
McCarthy & Cox
Ohio
$279K – – –
PO
946
Private Ocean
California
$279K +$10.6K +448 +4%
EAM
947
Evanson Asset Management
California
$277K +$259K +10,972 New
RPSA
948
Richard P. Slaughter Associates
Texas
$276K -$7.64K -324 -3%
GA
949
GoalVest Advisory
New York
$275K – – –
AWC
950
Adamsbrown Wealth Consultants
Kansas
$275K -$46.7K -1,980 -15%
36 37
38
39 40