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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
976
D'Orazio & Associates
Virginia
$567K – – –
MFWP
977
Mosaic Family Wealth Partners
Missouri
$566K +$274 +9 +0.1%
GAA
978
Global Assets Advisory
Florida
$566K +$21.5K +706 +4%
ZRP
979
Zynergy Retirement Planning
New Jersey
$561K -$2.71K -89 -0.5%
SA
980
Sovran Advisors
California
$559K +$513K +16,848 New
CWM
981
Cabot Wealth Management
Massachusetts
$558K +$1.1K +36 +0.2%
AC
982
Annandale Capital
Texas
$558K +$488 +16 +0.1%
WFA
983
WMG Financial Advisors
Tennessee
$558K -$271K -8,907 -34%
CWP
984
Core Wealth Partners
California
$554K +$61 +2 +0%
DLCIG
985
D.L. Carlson Investment Group
New Hampshire
$553K +$18.6K +609 +4%
KA
986
Klingman & Associates
New York
$552K -$14.2K -465 -3%
IWA
987
IVC Wealth Advisors
Pennsylvania
$551K -$9.08K -298 -2%
TPW
988
Tiller Private Wealth
Pennsylvania
$549K -$3.5K -115 -0.7%
MI
989
Moneywise Inc
Virginia
$548K +$30 +1 +0%
ZF
990
Zhang Financial
Michigan
$546K +$427 +14 +0.1%
HFS
991
Hantz Financial Services
Michigan
$546K +$154K +5,048 +42%
PAYA
992
Phil A. Younker & Associates
Alaska
$542K – – –
NSAM
993
North Star Asset Management
Wisconsin
$539K +$1.77K +58 +0.3%
PFA
994
Pathway Financial Advisors
Vermont
$538K +$91 +3 +0%
EAM
995
Everstar Asset Management
North Carolina
$538K -$8.99K -295 -2%
CG
996
Caprock Group
Idaho
$536K +$535K +17,550 New
JIP
997
Jaffetilchin Investment Partners
Florida
$533K -$66K -2,164 -11%
GWA
998
Geometric Wealth Advisors
District of Columbia
$533K – – –
RFP
999
RCS Financial Planning
Maryland
$532K +$211K +6,916 +71%
IF
1000
Ironwood Financial
Arizona
$532K -$25.8K -848 -5%
38 39
40
41 42