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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1026
Barlow Wealth Partners
Kentucky
$660K +$124K +3,740 +24%
FEM
1027
Fulcrum Equity Management
Texas
$660K +$365K +11,017 +130%
BTI
1028
Blue Trust Inc
Georgia
$659K -$7.59K -229 -1%
NG
1029
Norden Group
Utah
$658K -$21.9K -662 -3%
PTC
1030
Private Trust Company
Ohio
$658K +$229K +6,924 +55%
SA
1031
Seneschal Advisors
Washington
$656K +$21.7K +656 +4%
LFS
1032
Lutz Financial Services
Nebraska
$655K +$497 +15 +0.1%
ECM
1033
Evergreen Capital Management
Washington
$654K -$13.3K -402 -2%
RWM
1034
RBA Wealth Management
California
$651K -$155K -4,668 -20%
SSWM
1035
Smith Salley Wealth Management
North Carolina
$651K +$199K +6,007 +45%
VHAM
1036
Van Hulzen Asset Management
California
$648K +$42K +1,267 +7%
JAG
1037
Journey Advisory Group
Kentucky
$644K +$631K +19,044 New
PMFA
1038
Plante Moran Financial Advisors
Michigan
$643K -$276K -8,335 -30%
FWM
1039
Focused Wealth Management
New York
$639K +$1.89K +57 +0.3%
CFG
1040
Chapman Financial Group
Hawaii
$638K – – –
BA
1041
Blueline Advisors
New Hampshire
$632K +$199 +6 +0%
FCM
1042
Fortis Capital Management
Washington
$631K -$45.4K -1,370 -7%
WLIM
1043
White Lighthouse Investment Management
Massachusetts
$631K -$22.1K -667 -3%
VAS
1044
Valicenti Advisory Services
New York
$628K -$8.35K -252 -1%
ATPW
1045
Ashton Thomas Private Wealth
Arizona
$628K -$170K -5,117 -22%
HWM
1046
Hohimer Wealth Management
Washington
$627K +$33 +1 +0%
BF
1047
Baring Financial
Washington
$624K -$86.5K -2,609 -12%
AFA
1048
Amicus Financial Advisors
Texas
$624K -$68.3K -2,061 -10%
CWM
1049
Cabot Wealth Management
Massachusetts
$624K +$6.86K +207 +1%
BWM
1050
Briggs Wealth Management
Connecticut
$621K +$46.4K +1,400 +8%
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42
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