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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
AHL Investment Management
Florida
$410K – – –
AFS
1052
Access Financial Services
Minnesota
$407K -$14.4K -544 -4%
YIM
1053
Yoffe Investment Management
Pennsylvania
$404K – – –
BW
1054
Basepoint Wealth
Iowa
$402K -$24.7K -933 -6%
PWP
1055
Pursue Wealth Partners
California
$401K – – –
AC
1056
Asio Capital
Kentucky
$401K – – –
BTWM
1057
Baker Tilly Wealth Management
Wisconsin
$400K +$344 +13 +0.1%
SWA
1058
Sax Wealth Advisors
New Jersey
$399K +$361K +13,664 New
WS
1059
Wedbush Securities
California
$399K +$137K +5,170 +61%
FWM
1060
Finer Wealth Management
Massachusetts
$398K -$32.8K -1,240 -8%
NWMG
1061
National Wealth Management Group
Ohio
$388K +$978 +37 +0.3%
SWA
1062
SOA Wealth Advisors
New York
$387K -$13.7K -519 -4%
PMSA
1063
Patrick M. Sweeney & Associates
Illinois
$384K -$12K -455 -3%
BOSSRA
1064
B.O.S.S. Retirement Advisors
Utah
$382K -$66.8K -2,526 -16%
WE
1065
Wealth Effects
Massachusetts
$382K -$30.1K -1,140 -8%
WHC
1066
Wulff, Hansen & Co
California
$381K +$345K +13,040 New
SA
1067
Seneschal Advisors
Washington
$380K +$344K +13,013 New
ZIM
1068
Zacks Investment Management
Illinois
$378K -$350K -13,250 -51%
GI
1069
Gradient Investments
Minnesota
$377K +$124K +4,676 +57%
FFA
1070
Florida Financial Advisors
Florida
$376K +$25.8K +974 +8%
AIA
1071
Accelerate Investment Advisors
California
$375K -$2.54K -96 -0.7%
GFWA
1072
Grey Fox Wealth Advisors
Delaware
$372K +$317 +12 +0.1%
LFA
1073
LGT Financial Advisors
Texas
$372K +$12.7K +480 +4%
PWPS
1074
Pinnacle Wealth Planning Services
Ohio
$370K +$335K +12,655 New
CFS
1075
Coordinated Financial Services
Colorado
$369K +$31.8K +1,201 +11%
41 42
43
44 45