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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
976
Mitchell Sinkler & Starr
Pennsylvania
$774K – – –
FFM
977
Forum Financial Management
Illinois
$767K +$365 +11 +0%
KCM
978
Kendall Capital Management
Maryland
$767K +$751K +22,667 New
MWM
979
MBE Wealth Management
Wisconsin
$766K +$16.4K +495 +2%
IF
980
Intrua Financial
Texas
$765K +$514K +15,498 +218%
HAG
981
HighPoint Advisor Group
Illinois
$762K +$46.1K +1,391 +7%
HWA
982
Hilltop Wealth Advisors
North Carolina
$761K -$4.84K -146 -0.6%
RFA
983
Resurgent Financial Advisors
Georgia
$756K -$40.7K -1,228 -5%
LWA
984
Lantern Wealth Advisors
New York
$754K +$78.4K +2,365 +12%
AL
985
Aspiriant LLC
California
$754K +$6.96K +210 +1%
SFC
986
SYM Financial Corp
Indiana
$749K – – –
CFG
987
Citizens Financial Group
Rhode Island
$748K +$62.6K +1,889 +9%
HFS
988
Hantz Financial Services
Michigan
$747K +$110K +3,314 +18%
LF
989
LifeSteps Financial
California
$747K -$41.9K -1,263 -5%
OWMIAS
990
One Wealth Management Investment & Advisory Services
Florida
$742K -$211K -6,368 -23%
PPL
991
Planning Project LLC
Texas
$740K +$687K +20,742 New
FA
992
Fortis Advisors
Pennsylvania
$738K -$93.7K -2,827 -11%
SSW
993
Stone Summit Wealth
Florida
$734K +$596 +18 +0.1%
SSW
994
Smith Shellnut Wilson
Mississippi
$729K +$138K +4,162 +24%
VWM
995
Vermillion Wealth Management
Minnesota
$729K -$162K -4,893 -19%
PIMG
996
Patriot Investment Management Group
Tennessee
$726K +$265 +8 +0%
FMII
997
Farmers & Merchants Investments Inc
Nebraska
$721K – – –
LSIA
998
LaSalle St. Investment Advisors
Illinois
$721K -$63.5K -1,917 -8%
TPWM
999
Twelve Points Wealth Management
Massachusetts
$720K -$99 -3 -0%
HAM
1000
Harmony Asset Management
Arizona
$720K +$705K +21,268 New
38 39
40
41 42