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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1026
WhitTier Trust Company
Nevada
$672K – – –
FHA
1027
Flagship Harbor Advisors
Massachusetts
$672K +$100K +3,018 +18%
BDFN
1028
Bond & Devick Financial Network
Minnesota
$667K – – –
SOWAS
1029
Silver Oak Wealth Advisors Services
California
$666K – – –
CPSAC
1030
Chas P. Smith & Associates (CPS)
Florida
$664K – – –
RA
1031
Range Advisory
Virginia
$662K +$266K +8,017 +69%
BWP
1032
Barlow Wealth Partners
Kentucky
$660K +$124K +3,740 +24%
FEM
1033
Fulcrum Equity Management
Texas
$660K +$365K +11,017 +130%
BTI
1034
Blue Trust Inc
Georgia
$659K -$7.59K -229 -1%
NG
1035
Norden Group
Utah
$658K -$21.9K -662 -3%
PTC
1036
Private Trust Company
Ohio
$658K +$229K +6,924 +55%
SA
1037
Seneschal Advisors
Washington
$656K +$21.7K +656 +4%
LFS
1038
Lutz Financial Services
Nebraska
$655K +$497 +15 +0.1%
ECM
1039
Evergreen Capital Management
Washington
$654K -$13.3K -402 -2%
RWM
1040
RBA Wealth Management
California
$651K -$155K -4,668 -20%
SSWM
1041
Smith Salley Wealth Management
North Carolina
$651K +$199K +6,007 +45%
VHAM
1042
Van Hulzen Asset Management
California
$648K +$42K +1,267 +7%
JAG
1043
Journey Advisory Group
Kentucky
$644K +$631K +19,044 New
PMFA
1044
Plante Moran Financial Advisors
Michigan
$643K -$276K -8,335 -30%
FWM
1045
Focused Wealth Management
New York
$639K +$1.89K +57 +0.3%
CFG
1046
Chapman Financial Group
Hawaii
$638K – – –
BA
1047
Blueline Advisors
New Hampshire
$632K +$199 +6 +0%
FCM
1048
Fortis Capital Management
Washington
$631K -$45.4K -1,370 -7%
WLIM
1049
White Lighthouse Investment Management
Massachusetts
$631K -$22.1K -667 -3%
VAS
1050
Valicenti Advisory Services
New York
$628K -$8.35K -252 -1%
40 41
42
43 44