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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
926
Prosperity Capital Advisors
Ohio
$347K +$86.6K +3,440 +35%
ANTB
927
AMG National Trust Bank
Colorado
$341K – – –
WE
928
Wealth Effects
Massachusetts
$339K +$22.6K +900 +7%
FCA
929
FinTrust Capital Advisors
South Carolina
$334K +$11.4K +452 +4%
GFWA
930
Grey Fox Wealth Advisors
Delaware
$332K -$2.31K -92 -0.7%
WA
931
Waterford Advisors
New York
$328K – – –
PCS
932
Personal CFO Solutions
New Jersey
$327K +$316K +12,556 New
PMSA
933
Patrick M. Sweeney & Associates
Illinois
$327K +$39.1K +1,552 +14%
SW
934
SteelPeak Wealth
California
$327K -$1.51K -60 -0.5%
HI
935
Hudock Inc
Pennsylvania
$326K +$705 +28 +0.2%
FPF
936
First Pacific Financial
Washington
$325K +$89.1K +3,540 +40%
EFN
937
Equita Financial Network
Pennsylvania
$325K -$542K -21,520 -63%
KPWG
938
KFA Private Wealth Group
Virginia
$325K -$97.3K -3,868 -24%
FPW
939
Flagship Private Wealth
Massachusetts
$323K – – –
CAM
940
Clark Asset Management
New Hampshire
$322K +$311K +12,356 New
FFM
941
Forum Financial Management
Illinois
$321K +$604 +24 +0.2%
VT
942
Vise Technologies
New York
$320K +$310K +12,304 New
AOG
943
Alpha Omega Group
Virginia
$317K -$11.4M -451,428 -97%
SHA
944
Seneca House Advisors
Virginia
$317K -$101 -4 -0%
EFG
945
Ehrlich Financial Group
California
$317K +$1.01K +40 +0.3%
AFP
946
Alpha Financial Partners
Kentucky
$317K +$306K +12,176 New
BJL
947
Brighton Jones LLC
Washington
$317K +$306K +12,172 New
AAS
948
Annex Advisory Services
Wisconsin
$317K -$32K -1,272 -9%
EAM
949
Evanson Asset Management
California
$315K +$28.2K +1,120 +10%
BMCM
950
Bryn Mawr Capital Management
Pennsylvania
$313K – – –
36 37
38
39 40