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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Cabot Wealth Management
Massachusetts
$510K -$159 -6 -0%
CWP
977
Core Wealth Partners
California
$507K +$53 +2 +0%
TPW
978
Tiller Private Wealth
Pennsylvania
$506K -$83.9K -3,173 -15%
MI
979
Moneywise Inc
Virginia
$501K +$26 +1 +0%
EAM
980
Everstar Asset Management
North Carolina
$501K -$26.1K -988 -5%
ZF
981
Zhang Financial
Michigan
$500K +$27.9K +1,057 +7%
GBWM
982
Granite Bay Wealth Management
New Hampshire
$499K -$88.7K -3,354 -16%
BW
983
BIP Wealth
Georgia
$497K -$104K -3,917 -19%
PAYA
984
Phil A. Younker & Associates
Alaska
$496K – – –
PFA
985
Pathway Financial Advisors
Vermont
$493K +$291 +11 +0.1%
GAA
986
Global Assets Advisory
Florida
$492K -$900K -34,048 -67%
NSAM
987
North Star Asset Management
Wisconsin
$492K -$27.5K -1,040 -6%
DLCIG
988
D.L. Carlson Investment Group
New Hampshire
$489K +$51.7K +1,954 +13%
HIP
989
HUB Investment Partners
Texas
$488K -$192K -7,277 -30%
GWA
990
Geometric Wealth Advisors
District of Columbia
$487K – – –
TP
991
Tranquility Partners
Tennessee
$482K -$3.97K -150 -0.9%
FHA
992
First Horizon Advisors
Tennessee
$480K +$258K +9,740 +146%
AFA
993
American Financial Advisors
Georgia
$479K -$3.46K -131 -0.8%
MLA
994
My Legacy Advisors
Oregon
$476K +$108K +4,067 +34%
EFG
995
Ehrlich Financial Group
California
$475K +$9.7K +367 +2%
AL
996
Aspiriant LLC
California
$472K -$26 -1 -0%
FG
997
Fairman Group
Pennsylvania
$472K +$397 +15 +0.1%
GCM
998
G2 Capital Management
Ohio
$470K – – –
MWM
999
Moran Wealth Management
Florida
$470K +$425K +16,079 New
SSWM
1000
Smith Salley Wealth Management
North Carolina
$470K – – –
38 39
40
41 42