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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1001
Lantz Financial
Illinois
$469K – – –
OWP
1002
Obermeyer Wealth Partners
Colorado
$469K – – –
CL
1003
CVFG LLC
Indiana
$468K – – –
GAM
1004
Gotham Asset Management
New York
$467K +$423K +16,000 New
RL
1005
Retireful LLC
Michigan
$467K +$423K +15,982 New
GWS
1006
Glassman Wealth Services
Virginia
$467K – – –
VHAM
1007
Van Hulzen Asset Management
California
$467K +$14.7K +557 +4%
SHJ
1008
Sharkey, Howes & Javer
Colorado
$461K – – –
FSBI
1009
Fearless Solutions (Best Invest)
Texas
$453K +$423 +16 +0.1%
BWP
1010
Barlow Wealth Partners
Kentucky
$453K – – –
PWMAG
1011
Pinnacle Wealth Management Advisory Group
New Jersey
$450K +$407K +15,407 New
WW
1012
Waterfront Wealth
Kansas
$446K +$21.8K +824 +6%
RMF
1013
Red Mountain Financial
Colorado
$445K +$403K +15,224 New
AGA
1014
Arkos Global Advisors
Texas
$444K – – –
PW
1015
PUREfi Wealth
Massachusetts
$444K +$402K +15,200 New
PWM
1016
Praetorian Wealth Management
California
$443K +$120K +4,536 +43%
WLIM
1017
White Lighthouse Investment Management
Massachusetts
$443K +$13.4K +505 +3%
VT
1018
Vise Technologies
New York
$443K +$401K +15,156 New
IAG
1019
Ipsen Advisor Group
Arkansas
$443K +$397 +15 +0.1%
SPA
1020
Sentinel Pension Advisors
Massachusetts
$442K -$1.22M -46,012 -75%
LIA
1021
Lynx Investment Advisory
District of Columbia
$442K -$12.9K -487 -3%
TI
1022
Trexquant Investment
Connecticut
$441K +$399K +15,105 New
FGWP
1023
Founders Grove Wealth Partners
Virginia
$441K +$399K +15,095 New
PCG
1024
Prosperity Consulting Group
Maryland
$440K +$370 +14 +0.1%
TSWM
1025
Triangle Securities Wealth Management
North Carolina
$440K +$398K +15,064 New
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