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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1026
Hamilton Capital
Ohio
$440K – – –
IF
1027
Ironwood Financial
Arizona
$439K – – –
RIS
1028
Richmond Investment Services
Wisconsin
$438K +$396K +14,981 New
BHWA
1029
Beacon Harbor Wealth Advisors
Virginia
$438K +$396K +14,980 New
RC
1030
Roundview Capital
New Jersey
$437K -$111K -4,200 -22%
AF
1031
Affiance Financial
Minnesota
$435K – – –
WBC
1032
West Branch Capital
Massachusetts
$434K -$172K -6,491 -30%
MWM
1033
Manske Wealth Management
Texas
$432K – – –
BFG
1034
Beacon Financial Group
Texas
$432K +$106 +4 +0%
FCH
1035
Freestone Capital Holdings
Washington
$430K +$98.4K +3,720 +34%
HKIMG
1036
Hutchens & Kramer Investment Management Group
Indiana
$427K +$4.23K +160 +1%
DAM
1037
Delta Asset Management
Tennessee
$427K – – –
SFO
1038
Stokes Family Office
Louisiana
$426K – – –
BWM
1039
Brickley Wealth Management
California
$423K +$28.4K +1,076 +8%
CPC
1040
Consolidated Planning Corp
Georgia
$421K +$1.75K +66 +0.5%
SW
1041
SMART Wealth
Nebraska
$419K +$5.31K +201 +1%
CP
1042
Castleview Partners
Texas
$418K +$378K +14,309 New
FFM
1043
Forum Financial Management
Illinois
$417K +$11.6K +439 +3%
SAW
1044
Signal Advisors Wealth
Michigan
$415K -$135K -5,113 -26%
SCTC
1045
Sanibel Captiva Trust Company
Florida
$415K – – –
HCM
1046
Hall Capital Management
Rhode Island
$415K -$62.4K -2,360 -14%
RF
1047
RHS Financial
California
$412K -$758K -28,681 -67%
CC
1048
Courier Capital
New York
$412K – – –
VRM
1049
Vectors Research Management
New York
$412K – – –
TA
1050
TPG Advisors
Illinois
$411K – – –
40 41
42
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