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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1001
Consolidated Planning Corp
Georgia
$400K – – –
LEA
1002
Legacy Edge Advisors
New York
$399K -$55.4K -2,024 -12%
WE
1003
Wealth Effects
Massachusetts
$399K +$35.6K +1,300 +10%
CFS
1004
Coordinated Financial Services
Colorado
$396K +$389K +14,221 New
CC
1005
Courier Capital
New York
$393K – – –
VRM
1006
Vectors Research Management
New York
$393K – – –
LNWTC
1007
Laird Norton Wetherby Trust Company
Washington
$392K +$384K +14,052 New
AIM
1008
AHL Investment Management
Florida
$391K – – –
OFG
1009
Omega Financial Group
California
$389K -$5.47K -200 -1%
TCM
1010
Traynor Capital Management
Pennsylvania
$388K +$71.3K +2,606 +23%
ZIM
1011
Zacks Investment Management
Illinois
$386K -$18.1K -660 -5%
CI
1012
CX Institutional
Indiana
$385K +$3.8K +139 +1%
YIM
1013
Yoffe Investment Management
Pennsylvania
$385K +$378K +13,824 New
FNT
1014
First National Trust
Pennsylvania
$384K +$377K +13,794 New
SWA
1015
SOA Wealth Advisors
New York
$384K +$356 +13 +0.1%
TA
1016
TPG Advisors
Illinois
$383K -$55 -2 -0%
PWP
1017
Pursue Wealth Partners
California
$382K – – –
AC
1018
Asio Capital
Kentucky
$382K – – –
VCP
1019
Vista Capital Partners
Oregon
$381K – – –
BTWM
1020
Baker Tilly Wealth Management
Wisconsin
$380K -$3.12K -114 -0.8%
LG
1021
LaFleur & Godfrey
Michigan
$378K -$410 -15 -0.1%
RAG
1022
RIA Advisory Group
Iowa
$375K +$410 +15 +0.1%
FFA
1023
Florida Financial Advisors
Florida
$369K +$361K +13,205 New
HIS
1024
Harvest Investment Services
Illinois
$369K +$362K +13,229 New
ANTB
1025
AMG National Trust Bank
Colorado
$365K – – –
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