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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAT
951
Wealth Advisory Team
Kentucky
$559K +$506K +19,126 New
EWA
952
EverSource Wealth Advisors
Alabama
$556K +$243K +9,199 +93%
MAS
953
Meeder Advisory Services
Ohio
$555K -$12.9K -487 -2%
BJL
954
Brighton Jones LLC
Washington
$554K +$169K +6,406 +51%
MA
955
MONECO Advisors
Connecticut
$552K -$15.2K -575 -3%
JIP
956
Jaffetilchin Investment Partners
Florida
$551K -$18.3K -694 -4%
PGAM
957
Princeton Global Asset Management
New Jersey
$547K +$53 +2 +0%
PMFA
958
Plante Moran Financial Advisors
Michigan
$547K -$8.51K -322 -2%
SFG
959
Synergy Financial Group
California
$547K -$71.8K -2,715 -13%
FWM
960
Focused Wealth Management
New York
$544K -$264 -10 -0.1%
PTC
961
Private Trust Company
Ohio
$536K -$312K -11,782 -39%
VFG
962
Victory Financial Group
Texas
$534K +$483K +18,284 New
AIM
963
Aspen Investment Management
Michigan
$532K +$264 +10 +0.1%
CFG
964
Citizens Financial Group
Rhode Island
$531K +$79 +3 +0%
BTI
965
Blue Trust Inc
Georgia
$525K +$350K +13,220 +278%
HWM
966
Hohimer Wealth Management
Washington
$524K – – –
MFWP
967
Mosaic Family Wealth Partners
Missouri
$520K +$212 +8 +0%
DOA
968
D'Orazio & Associates
Virginia
$519K +$470K +17,777 New
KA
969
Klingman & Associates
New York
$519K -$4.79K -181 -1%
XPN
970
XY Planning Network
Montana
$519K +$11.8K +447 +3%
ZRP
971
Zynergy Retirement Planning
New Jersey
$516K -$154K -5,831 -25%
DPI
972
Diversified Portfolios Inc
Michigan
$515K -$57.7K -2,184 -11%
JPWM
973
Jamison Private Wealth Management
Georgia
$515K +$160K +6,046 +52%
IWA
974
IVC Wealth Advisors
Pennsylvania
$513K -$25.8K -974 -5%
AC
975
Annandale Capital
Texas
$510K +$449 +17 +0.1%
37 38
39
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