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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1026
Golden State Wealth Management
California
$361K +$354K +12,953 New
SW
1027
SteelPeak Wealth
California
$361K +$11.1K +405 +3%
PA
1028
Pinnacle Associates
New York
$360K -$17.1K -625 -5%
CFG
1029
Copley Financial Group
California
$358K +$60K +2,194 +21%
GFWA
1030
Grey Fox Wealth Advisors
Delaware
$355K +$301 +11 +0.1%
PMSA
1031
Patrick M. Sweeney & Associates
Illinois
$353K +$3.42K +125 +1%
NWMG
1032
National Wealth Management Group
Ohio
$351K +$106K +3,870 +44%
WA
1033
Waterford Advisors
New York
$351K – – –
PP
1034
Patten & Patten
Tennessee
$350K +$344K +12,572 New
AWP
1035
Axis Wealth Partners
Rhode Island
$349K +$342K +12,518 New
HI
1036
Hudock Inc
Pennsylvania
$348K +$82 +3 +0%
FPF
1037
First Pacific Financial
Washington
$348K +$273 +10 +0.1%
KPWG
1038
KFA Private Wealth Group
Virginia
$348K +$27 +1 +0%
FPW
1039
Flagship Private Wealth
Massachusetts
$346K -$55 -2 -0%
LFA
1040
LGT Financial Advisors
Texas
$344K -$137K -5,015 -29%
FFM
1041
Forum Financial Management
Illinois
$343K +$273 +10 +0.1%
BJL
1042
Brighton Jones LLC
Washington
$340K +$273 +10 +0.1%
AFTS
1043
American Financial & Tax Strategies
New York
$337K -$49.1K -1,796 -13%
PWA
1044
Peterson Wealth Advisors
Utah
$334K +$323K +11,801 New
AIM
1045
Aspen Investment Management
Michigan
$334K +$301 +11 +0.1%
TBC
1046
Ted Buchan & Co
California
$334K +$71.1K +2,600 +28%
PAG
1047
Paladin Advisory Group
Iowa
$331K – – –
BC
1048
Burney Company
Virginia
$325K -$267K -9,752 -46%
BWM
1049
BankPlus Wealth Management
Mississippi
$324K +$318K +11,619 New
BWM
1050
Brickley Wealth Management
California
$323K +$39.4K +1,439 +14%
40 41
42
43 44