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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$477K -$214K -7,806 -29%
FA
927
Fortis Advisors
Pennsylvania
$475K +$81.5K +2,975 +19%
PGAM
928
Princeton Global Asset Management
New Jersey
$469K -$29.1K -1,063 -5%
FWM
929
Focused Wealth Management
New York
$467K +$25.1K +918 +5%
MW
930
Marcum Wealth
Ohio
$465K +$5.7K +208 +1%
IWA
931
IVC Wealth Advisors
Pennsylvania
$464K -$3.94K -144 -0.8%
CG
932
Caprock Group
Idaho
$460K +$22.5K +820 +5%
AFA
933
Alpha Financial Advisors
North Carolina
$458K – – –
AIM
934
Aspen Investment Management
Michigan
$456K +$171K +6,233 +52%
CFG
935
Citizens Financial Group
Rhode Island
$456K +$58.2K +2,126 +13%
LEA
936
Legacy Edge Advisors
New York
$455K +$109K +3,970 +28%
EAM
937
Everstar Asset Management
North Carolina
$454K -$356K -13,015 -42%
KCM
938
KM Capital Management
Texas
$454K +$496K +18,114 New
KA
939
Klingman & Associates
New York
$449K -$4.85K -177 -1%
FG
940
Fairman Group
Pennsylvania
$449K +$493 +18 +0.1%
HWM
941
Hohimer Wealth Management
Washington
$449K +$96.8K +3,536 +25%
NSAM
942
North Star Asset Management
Wisconsin
$448K -$38.3K -1,400 -7%
MFWP
943
Mosaic Family Wealth Partners
Missouri
$445K +$274 +10 +0.1%
VCM
944
Virtue Capital Management
Tennessee
$440K +$482K +17,609 New
IF
945
Ironwood Financial
Arizona
$439K +$10.5K +384 +2%
CWM
946
Cabot Wealth Management
Massachusetts
$437K -$12.7K -464 -3%
AC
947
Annandale Capital
Texas
$437K +$548 +20 +0.1%
WIP
948
WealthCare Investment Partners
Rhode Island
$437K +$17.3K +630 +3%
CWP
949
Core Wealth Partners
California
$435K +$18.6K +678 +4%
XPN
950
XY Planning Network
Montana
$434K -$121K -4,424 -20%
36 37
38
39 40