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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
951
Wedbush Securities
California
$230K -$23.4K -1,060 -10%
TCOTS
952
Trust Company of the South
North Carolina
$230K – – –
HIM
953
Hanlon Investment Management
New Jersey
$230K – – –
PAM
954
Pegasus Asset Management
New York
$229K +$218K +9,872 New
CCM
955
Check Capital Management
California
$227K – – –
KCPG
956
Kavar Capital Partners Group
Kansas
$225K +$215K +9,716 New
CFS
957
Cannon Financial Strategists
Georgia
$225K +$214K +9,692 New
LA
958
LexAurum Advisors
Kansas
$225K -$4.42K -200 -2%
C
959
CEDRUS
Colorado
$223K +$213K +9,608 New
WCFA
960
Walkner Condon Financial Advisors
Wisconsin
$221K -$12.6K -568 -6%
IAG
961
Investment Advisory Group
Massachusetts
$220K -$23.9K -1,080 -10%
CA
962
Continuum Advisory
Idaho
$220K -$1.75M -79,288 -89%
PAM
963
Palisade Asset Management
Minnesota
$220K +$210K +9,484 New
IFPL
964
Investments & Financial Planning LLC
Kentucky
$219K +$209K +9,452 New
WE
965
Wealth Effects
Massachusetts
$218K +$208K +9,412 New
CAM
966
Crestone Asset Management
Colorado
$216K +$206K +9,320 New
SF
967
Symphony Financial
Texas
$215K +$206K +9,292 New
SEP
968
Southland Equity Partners
Missouri
$215K +$205K +9,268 New
FCAS
969
First Command Advisory Services
Texas
$214K +$29.5K +1,332 +14%
MCP
970
Mirador Capital Partners
California
$214K +$204K +9,224 New
MAM
971
MMA Asset Management
Pennsylvania
$213K +$203K +9,192 New
GWANC
972
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K -$102K -4,600 -33%
RP
973
Rice Partnership
Hawaii
$212K +$202K +9,136 New
BCIM
974
Bishop & Co Investment Management
Pennsylvania
$212K +$202K +9,132 New
SW
975
SteelPeak Wealth
California
$211K +$202K +9,124 New
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39
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