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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1051
Coppell Advisory Solutions
Texas
$155K +$145K +6,164 New
GWSA
1052
Global Wealth Strategies & Associates
Colorado
$146K – – –
CT
1053
Clearstead Trust
Maine
$145K – – –
PFA
1054
Pathway Financial Advisers
Indiana
$133K +$36.5K +1,548 +41%
AW
1055
Avion Wealth
Texas
$131K +$17.8K +756 +17%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K – – –
OP
1057
ORG Partners
Indiana
$127K +$118K +4,984 New
TAM
1058
Tucker Asset Management
Colorado
$123K – – –
TCM
1059
TD Capital Management
Tennessee
$123K – – –
GWANC
1060
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K -$107K -4,544 -50%
FHA
1061
First Horizon Advisors
Tennessee
$116K -$23.1K -980 -18%
MSG
1062
Main Street Group
Virginia
$116K -$2.55K -108 -2%
WWM
1063
Wolff Wiese Magana
California
$115K +$105K +4,448 +4,277%
AIA
1064
Armor Investment Advisors
North Carolina
$110K – – –
CP
1065
Castleview Partners
Texas
$109K +$102K +4,332 New
LWM
1066
Liberty Wealth Management
California
$108K +$5.95M +252,288 New
PA
1067
PSI Advisors
Florida
$107K +$5.38K +228 +6%
TWP
1068
Triad Wealth Partners
Kansas
$101K +$94.8K +4,020 New
CCMW
1069
Cypress Capital Management (Wyoming)
Wyoming
$101K +$94K +3,984 +24,900%
MLA
1070
MB, Levis & Associates
Pennsylvania
$101K – – –
TCM
1071
Tradewinds Capital Management
Washington
$99.6K – – –
FF
1072
Friedenthal Financial
New Jersey
$91.9K -$12.1K -512 -12%
CPG
1073
Custom Portfolio Group
Colorado
$90.4K – – –
EA
1074
Evolution Advisers
Virginia
$88K -$21.5K -912 -21%
SIC
1075
Salem Investment Counselors
North Carolina
$86.4K +$17.6K +748 +28%
41 42
43
44 45