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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
1001
New Insight Wealth Advisors
California
$615K – – –
BF
1002
Baring Financial
Washington
$614K -$20.7K -666 -3%
FRA
1003
Front Row Advisors
California
$611K +$62 +2 +0%
FPN
1004
Financial Planning Navigators
Minnesota
$611K – – –
OL
1005
Owen LaRue
Kentucky
$610K +$249 +8 +0%
WIP
1006
WealthCare Investment Partners
Rhode Island
$610K -$36.8K -1,185 -5%
FFG
1007
Frisch Financial Group
New York
$608K +$250K +8,028 +63%
SFG
1008
Synergy Financial Group
California
$603K +$115K +3,699 +22%
SAM
1009
SVRN Asset Management
Texas
$598K – – –
AFA
1010
Amicus Financial Advisors
Texas
$597K -$31 -1 -0%
SW
1011
SVB Wealth
Massachusetts
$592K +$62 +2 +0%
ES
1012
ETF Store
Kansas
$592K +$211K +6,772 +50%
CFG
1013
Citizens Financial Group
Rhode Island
$589K +$7.06K +227 +1%
NG
1014
Norden Group
Utah
$586K -$155K -4,974 -20%
LRPA
1015
L. Roy Papp & Associates
Arizona
$583K -$12.4K -400 -2%
FCM
1016
Fortis Capital Management
Washington
$583K +$56.3K +1,810 +10%
LWA
1017
Lantern Wealth Advisors
New York
$581K -$362K -11,638 -37%
WTC
1018
WhitTier Trust Company
Nevada
$579K -$9.7K -312 -2%
SCTC
1019
Sanibel Captiva Trust Company
Florida
$578K +$175K +5,631 +40%
ECM
1020
Evergreen Capital Management
Washington
$575K +$8.46K +272 +1%
TBA
1021
Tower Bridge Advisors
Pennsylvania
$575K +$613K +19,727 New
BDFN
1022
Bond & Devick Financial Network
Minnesota
$574K – – –
BTI
1023
Blue Trust Inc
Georgia
$574K +$21K +676 +4%
SOWAS
1024
Silver Oak Wealth Advisors Services
California
$574K – – –
CPSAC
1025
Chas P. Smith & Associates (CPS)
Florida
$572K – – –
39 40
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