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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
926
Twelve Points Wealth Management
Massachusetts
$679K – – –
RWM
927
Ritholtz Wealth Management
New York
$678K -$24.9K -816 -4%
IA
928
Insight Advisors
Pennsylvania
$677K -$68.4K -2,244 -10%
SA
929
SRH Advisors
Kansas
$675K – – –
LRPA
930
L. Roy Papp & Associates
Arizona
$673K -$40.1K -1,317 -6%
OC
931
Oarsman Capital
Wisconsin
$670K -$14.5K -476 -2%
FRA
932
Front Row Advisors
California
$669K -$13K -427 -2%
OL
933
Owen LaRue
Kentucky
$667K +$244 +8 +0%
SF
934
Symphony Financial
Texas
$663K +$637K +20,896 New
AAS
935
Annex Advisory Services
Wisconsin
$659K -$68.3K -2,240 -10%
MAS
936
Meeder Advisory Services
Ohio
$659K +$49.9K +1,637 +9%
RFP
937
Root Financial Partners
California
$658K +$20.5K +672 +3%
CFG
938
Citizens Financial Group
Rhode Island
$657K +$73K +2,394 +13%
FHC
939
First Heartland Consultants
Missouri
$652K -$12.7K -416 -2%
LFS
940
Lutz Financial Services
Nebraska
$651K +$32.1K +1,053 +5%
TCM
941
Traynor Capital Management
Pennsylvania
$650K -$36.9K -1,211 -6%
SW
942
SVB Wealth
Massachusetts
$648K +$61 +2 +0%
BFWM
943
Bright Futures Wealth Management
New York
$635K +$606K +19,886 New
BDFN
944
Bond & Devick Financial Network
Minnesota
$629K – – –
SOWAS
945
Silver Oak Wealth Advisors Services
California
$628K – – –
SA
946
Seneschal Advisors
Washington
$628K +$204K +6,678 +51%
CGFA
947
Colton Groome Financial Advisors
North Carolina
$628K -$57.3K -1,881 -9%
VT
948
Vise Technologies
New York
$627K +$137K +4,506 +30%
PA
949
Parallel Advisors
California
$627K +$12.3K +403 +2%
SC
950
Scotia Capital
Ontario, Canada
$627K -$3.87K -127 -0.6%
36 37
38
39 40