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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
1001
Diversified Portfolios Inc
Michigan
$531K -$30K -985 -6%
TP
1002
Tranquility Partners
Tennessee
$524K -$2.44K -80 -0.5%
GFWA
1003
Grey Fox Wealth Advisors
Delaware
$523K +$111K +3,657 +29%
AWM
1004
Accurate Wealth Management
Florida
$523K -$85K -2,790 -14%
EFG
1005
Ehrlich Financial Group
California
$522K +$2.99K +98 +0.6%
XPN
1006
XY Planning Network
Montana
$519K – – –
GWS
1007
Glassman Wealth Services
Virginia
$516K +$6K +197 +1%
PP
1008
Patten & Patten
Tennessee
$515K -$124K -4,080 -20%
GCM
1009
G2 Capital Management
Ohio
$513K – – –
RDWM
1010
Red Door Wealth Management
Tennessee
$513K +$137K +4,504 +39%
SSWM
1011
Smith Salley Wealth Management
North Carolina
$513K +$30 +1 +0%
LF
1012
Lantz Financial
Illinois
$512K – – –
OWP
1013
Obermeyer Wealth Partners
Colorado
$512K – – –
CL
1014
CVFG LLC
Indiana
$512K – – –
GAM
1015
Gotham Asset Management
New York
$511K – – –
CCA
1016
Cadent Capital Advisors
Oklahoma
$509K +$486K +15,939 New
FCH
1017
Freestone Capital Holdings
Washington
$508K +$36.6K +1,202 +8%
SHJ
1018
Sharkey, Howes & Javer
Colorado
$504K – – –
FGA
1019
Fortis Group Advisors
New Jersey
$502K +$166K +5,447 +57%
BWP
1020
Barlow Wealth Partners
Kentucky
$498K – – –
AF
1021
Affiance Financial
Minnesota
$497K +$21.3K +699 +5%
SW
1022
SMART Wealth
Nebraska
$496K +$36.8K +1,208 +8%
TSWM
1023
Triangle Securities Wealth Management
North Carolina
$495K +$14K +458 +3%
AO
1024
Advisor OS
Illinois
$493K -$160K -5,247 -25%
PWMAG
1025
Pinnacle Wealth Management Advisory Group
New Jersey
$492K – – –
39 40
41
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