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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
951
Moneywise Inc
Virginia
$430K +$55 +2 +0%
PAYA
952
Phil A. Younker & Associates
Alaska
$425K -$7.34K -268 -2%
ECM
953
Evergreen Capital Management
Washington
$425K -$5.37K -196 -1%
PFA
954
Pathway Financial Advisors
Vermont
$422K +$2.22K +81 +0.5%
GWA
955
Geometric Wealth Advisors
District of Columbia
$418K – – –
TP
956
Tranquility Partners
Tennessee
$417K – – –
CA
957
Continuum Advisory
Idaho
$417K +$195K +7,120 +75%
HCM
958
Hall Capital Management
Rhode Island
$415K – – –
AFA
959
American Financial Advisors
Georgia
$414K +$356 +13 +0.1%
EA
960
Ergawealth Advisors
Illinois
$408K -$246K -8,994 -36%
AL
961
Aspiriant LLC
California
$405K -$198K -7,230 -31%
GCM
962
G2 Capital Management
Ohio
$403K – – –
SSWM
963
Smith Salley Wealth Management
North Carolina
$403K +$82 +3 +0%
LF
964
Lantz Financial
Illinois
$402K – – –
ZF
965
Zhang Financial
Michigan
$402K – – –
OWP
966
Obermeyer Wealth Partners
Colorado
$402K +$439K +16,040 New
CL
967
CVFG LLC
Indiana
$401K – – –
GWS
968
Glassman Wealth Services
Virginia
$400K +$1.7K +62 +0.4%
EFG
969
Ehrlich Financial Group
California
$398K -$9.64K -352 -2%
SHJ
970
Sharkey, Howes & Javer
Colorado
$395K – – –
BWP
971
Barlow Wealth Partners
Kentucky
$393K – – –
TCM
972
Traynor Capital Management
Pennsylvania
$392K +$47.4K +1,730 +12%
LIA
973
Lynx Investment Advisory
District of Columbia
$391K +$125K +4,565 +41%
BOSSRA
974
B.O.S.S. Retirement Advisors
Utah
$391K -$366K -13,378 -46%
FSBI
975
Fearless Solutions (Best Invest)
Texas
$388K -$49.7K -1,816 -10%
37 38
39
40 41