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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1051
Navis Wealth Advisors
New York
$322K – – –
OFS
1052
Oldfather Financial Services
Nebraska
$322K +$27 +1 +0%
SCM
1053
Seascape Capital Management
New Hampshire
$321K +$315K +11,520 New
JPWM
1054
Jamison Private Wealth Management
Georgia
$320K +$75.4K +2,757 +32%
JIC
1055
Joel Isaacson & Co
New York
$320K +$314K +11,480 New
UFA
1056
Uptown Financial Advisors
Texas
$320K +$314K +11,476 New
MCCP
1057
Mission Creek Capital Partners
California
$319K +$62.7K +2,292 +20%
RPSA
1058
Richard P. Slaughter Associates
Texas
$317K +$9.82K +359 +3%
GAM
1059
Grandview Asset Management
Pennsylvania
$315K +$309K +11,307 New
VCP
1060
Verus Capital Partners
Arizona
$313K +$308K +11,246 New
MAC
1061
Mason & Associates (California)
California
$313K -$219 -8 -0.1%
AMM
1062
American Money Management
California
$311K +$301 +11 +0.1%
MC
1063
McCarthy & Cox
Ohio
$308K +$27 +1 +0%
LIA
1064
Lynx Investment Advisory
District of Columbia
$308K +$302K +11,058 New
AIM
1065
Advyzon Investment Management
Illinois
$307K +$301K +11,011 New
RWM
1066
Rolek Wealth Management
Pennsylvania
$307K +$301K +11,008 New
SHA
1067
Seneca House Advisors
Virginia
$307K -$32.1K -1,175 -10%
FWP
1068
Falcon Wealth Planning
California
$306K +$300K +10,981 New
3IP
1069
3Chopt Investment Partners
Virginia
$305K +$299K +10,940 New
GA
1070
GoalVest Advisory
New York
$304K – – –
PCH
1071
PGIM Custom Harvest
New Jersey
$304K +$53.4K +1,952 +22%
AWC
1072
Adamsbrown Wealth Consultants
Kansas
$301K +$219 +8 +0.1%
PB
1073
Pinnacle Bancorp
Nebraska
$300K +$36.3K +1,326 +14%
EFN
1074
Equita Financial Network
Pennsylvania
$299K -$47.7K -1,743 -14%
CFP
1075
Curran Financial Partners
South Carolina
$299K +$293K +10,720 New
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