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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
Soltis Investment Advisors
Utah
$675K -$177K -5,694 -20%
RIS
977
Richmond Investment Services
Wisconsin
$668K -$81K -2,606 -10%
MSS
978
Mitchell Sinkler & Starr
Pennsylvania
$667K +$35.9K +1,155 +5%
OCA
979
Optimus Capital Advisors
Texas
$662K +$227K +7,293 +47%
FFM
980
Forum Financial Management
Illinois
$660K -$23.3K -748 -3%
HWA
981
Hilltop Wealth Advisors
North Carolina
$659K -$146K -4,709 -17%
FIM
982
Freedom Investment Management
Connecticut
$653K -$178K -5,724 -20%
HI
983
Hoey Investments
Pennsylvania
$648K -$3.29K -106 -0.5%
MWM
984
MBE Wealth Management
Wisconsin
$645K +$93 +3 +0%
SFC
985
SYM Financial Corp
Indiana
$644K – – –
MAS
986
Meeder Advisory Services
Ohio
$643K -$97.5K -3,135 -12%
AL
987
Aspiriant LLC
California
$643K -$486K -15,641 -41%
TC
988
TownSquare Capital
Utah
$641K -$35.6K -1,145 -5%
FWTB
989
First Western Trust Bank
Colorado
$639K – – –
KCA
990
Kastel Capital Advisors
Massachusetts
$635K – – –
SSW
991
Stone Summit Wealth
Florida
$631K +$318K +10,217 +89%
AFA
992
Alpha Financial Advisors
North Carolina
$627K – – –
PIMG
993
Patriot Investment Management Group
Tennessee
$625K +$1.52K +49 +0.2%
FMII
994
Farmers & Merchants Investments Inc
Nebraska
$621K – – –
TPWM
995
Twelve Points Wealth Management
Massachusetts
$620K -$124 -4 -0%
AFA
996
American Financial Advisors
Georgia
$618K +$81.8K +2,630 +14%
TSWM
997
Triangle Securities Wealth Management
North Carolina
$617K +$134K +4,322 +26%
SA
998
SRH Advisors
Kansas
$616K – – –
CG
999
Caprock Group
Idaho
$616K +$159K +5,126 +32%
HAG
1000
HighPoint Advisor Group
Illinois
$615K +$9.02K +290 +1%
38 39
40
41 42