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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
926
Sagespring Wealth Partners
Tennessee
$764K +$80.6K +2,592 +11%
DBIA
927
Dumont & Blake Investment Advisors
New Jersey
$761K -$3.17K -102 -0.4%
NB
928
NBT Bank
New York
$760K +$809K +26,029 +40,045%
SC
929
Scotia Capital
Ontario, Canada
$759K +$124K +3,990 +18%
ABC
930
Associated Banc-Corp
Wisconsin
$759K -$20.3K -654 -2%
GWSA
931
Global Wealth Strategies & Associates
Colorado
$759K -$291K -9,360 -26%
BCP
932
Blackhawk Capital Partners
Wisconsin
$758K +$62.4K +2,008 +8%
SFG
933
Sovereign Financial Group
Connecticut
$757K -$111K -3,572 -12%
SWP
934
Strategic Wealth Partners
Ohio
$757K -$38.2K -1,229 -5%
LJAC
935
L.J. Altfest & Co
New York
$753K +$1.74K +56 +0.2%
CAM
936
Clark Asset Management
New Hampshire
$749K +$405K +13,039 +103%
WKSWA
937
White Knight Strategic Wealth Advisors
New Jersey
$749K – – –
PIN
938
Prudent Investors Network
California
$746K -$217K -6,980 -21%
MW
939
Maia Wealth
Colorado
$746K -$161K -5,166 -17%
PA
940
Pinnacle Associates
New York
$744K -$1.49K -48 -0.2%
RFN
941
Redwood Financial Network
Ohio
$743K -$327K -10,520 -29%
RMA
942
Roffman Miller Associates
Pennsylvania
$742K -$128K -4,108 -14%
RZH
943
Relyea Zuckerberg Hanson
Connecticut
$740K – – –
CAM
944
Costello Asset Management
Pennsylvania
$739K +$24.2K +777 +3%
SC
945
Soundwatch Capital
Connecticut
$738K +$4.94K +159 +0.6%
AW
946
Avion Wealth
Texas
$738K +$747K +24,028 +1,820%
RA
947
Ruggaard & Associates
Ohio
$738K – – –
CSIC
948
Clifford Swan Investment Counsel
California
$738K +$1.43K +46 +0.2%
CGA
949
Crescent Grove Advisors
Illinois
$737K +$901 +29 +0.1%
CCA
950
Clearwater Capital Advisors
Illinois
$729K – – –
36 37
38
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