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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
76
Denver PWM
Colorado
$16.4M +$1.68M +105,044 +10%
SFA
77
Seneca Financial Advisors
New York
$16M +$2.17M +135,592 +14%
SL
78
Systelligence LLC
Minnesota
$15.7M +$1.38M +86,160 +9%
RRWA
79
Rainey & Randall Wealth Advisors
Florida
$15.5M +$1.99M +124,224 +13%
GB
80
Goepper Burkhardt
South Carolina
$15.5M -$278K -17,412 -2%
BA
81
Ballast Advisors
Minnesota
$15.3M +$1.3M +81,448 +8%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$15.3M +$40.4K +2,528 +0.2%
XF
83
XML Financial
Maryland
$15.2M +$196K +12,284 +1%
WIA
84
World Investment Advisors
California
$15.2M +$13.2M +822,884 +963%
BFG
85
Berger Financial Group
Minnesota
$14.9M +$777K +48,576 +5%
CP
86
Capital Planning
Washington
$14.5M +$925K +57,836 +6%
HG
87
Harbor Group
New Hampshire
$14.5M -$26.3K -1,644 -0.2%
PWM
88
Provident Wealth Management
Tennessee
$14.2M +$15.5M +968,692 +9,490%
AAS
89
Avantax Advisory Services
Texas
$14.1M +$3.29M +206,100 +27%
GC
90
Garde Capital
Washington
$14M +$3.76M +235,076 +32%
CAG
91
Curtis Advisory Group
California
$12.9M +$629K +39,348 +5%
FA
92
Fountainhead AM
New Jersey
$12.7M +$455K +28,484 +3%
WA
93
WBH Advisory
Maryland
$12.6M +$2.95M +184,508 +28%
5L
94
55I LLC
Massachusetts
$12.1M +$544K +34,040 +4%
ACA
95
Ackerman Capital Advisors
Texas
$12.1M -$1.08M -67,640 -7%
SWP
96
Stratos Wealth Partners
Ohio
$12.1M +$2.18M +136,536 +20%
CCMG
97
Clark Capital Management Group
Pennsylvania
$12M -$13.5M -844,156 -50%
EFSCE
98
Enterprise Financial Services Corp (EFSC)
Missouri
$11.8M -$18.4M -1,151,816 -58%
RWM
99
RKL Wealth Management
Pennsylvania
$11.7M +$1.16M +72,508 +10%
MWM
100
Meridian Wealth Management
Kentucky
$11.6M +$10.3M +646,684 +576%
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