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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
926
Bond & Devick Financial Network
Minnesota
$514K -$404K -14,790 -75%
FFA
927
Farther Finance Advisors
California
$511K +$89.5K +3,273 +22%
MW
928
Marcum Wealth
Ohio
$511K -$10.3K -376 -2%
WIP
929
WealthCare Investment Partners
Rhode Island
$511K -$3.36K -123 -0.7%
AFA
930
Alpha Financial Advisors
North Carolina
$510K -$55 -2 -0%
KA
931
Klingman & Associates
New York
$505K -$13.2K -483 -3%
AO
932
Advisor OS
Illinois
$503K +$41.2K +1,507 +9%
BFS
933
BridgePort Financial Solutions
Iowa
$502K +$512K +18,706 New
CWM
934
Cabot Wealth Management
Massachusetts
$500K -$72.1K -2,636 -13%
MFWP
935
Mosaic Family Wealth Partners
Missouri
$495K +$244K +8,937 +101%
FWM
936
Focused Wealth Management
New York
$494K +$83.7K +3,061 +21%
WP
937
Wealthspan Partners
Iowa
$492K +$39.2K +1,433 +9%
LWM
938
Liberty Wealth Management
California
$492K +$479K +17,527 New
CG
939
Caprock Group
Idaho
$490K +$27 +1 +0%
AC
940
Annandale Capital
Texas
$486K +$547 +20 +0.1%
FSBI
941
Fearless Solutions (Best Invest)
Texas
$482K +$473K +17,298 New
PAYA
942
Phil A. Younker & Associates
Alaska
$481K +$472K +17,252 New
RPGNY
943
Retirement Planning Group (New York)
New York
$479K +$470K +17,200 New
MI
944
Moneywise Inc
Virginia
$478K +$27 +1 +0%
ECM
945
Evergreen Capital Management
Washington
$478K +$17.6K +644 +4%
IF
946
Ironwood Financial
Arizona
$478K +$7.52K +275 +2%
BW
947
Basepoint Wealth
Iowa
$475K -$558K -20,402 -54%
GAA
948
Global Assets Advisory
Florida
$474K – – –
DLCIG
949
D.L. Carlson Investment Group
New Hampshire
$472K -$235K -8,579 -34%
HIP
950
HUB Investment Partners
Texas
$472K +$15.2K +556 +3%
36 37
38
39 40