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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1076
Argos Wealth Advisors
California
$541K +$539K +16,584 New
KA
1077
Klingman & Associates
New York
$539K -$24.8K -764 -4%
AWM
1078
Accurate Wealth Management
Florida
$538K -$2.83K -87 -0.5%
TP
1079
Tranquility Partners
Tennessee
$536K – – –
EFG
1080
Ehrlich Financial Group
California
$533K -$423 -13 -0.1%
RFP
1081
RCS Financial Planning
Maryland
$528K -$16K -493 -3%
OWP
1082
Obermeyer Wealth Partners
Colorado
$528K +$4.68K +144 +0.9%
GWS
1083
Glassman Wealth Services
Virginia
$528K +$195 +6 +0%
JIP
1084
Jaffetilchin Investment Partners
Florida
$527K -$18K -552 -3%
WIM
1085
WealthPlan Investment Management
Nebraska
$525K -$77.9K -2,396 -13%
GCM
1086
G2 Capital Management
Ohio
$525K – – –
LF
1087
Lantz Financial
Illinois
$524K – – –
CL
1088
CVFG LLC
Indiana
$523K – – –
CG
1089
Caprock Group
Idaho
$523K -$49.7K -1,527 -9%
GAM
1090
Gotham Asset Management
New York
$522K – – –
GFWA
1091
Grey Fox Wealth Advisors
Delaware
$517K -$17.5K -538 -3%
IF
1092
Ironwood Financial
Arizona
$517K -$31.3K -961 -6%
SHJ
1093
Sharkey, Howes & Javer
Colorado
$515K – – –
HFS
1094
Hantz Financial Services
Michigan
$511K -$47K -1,445 -8%
BWP
1095
Barlow Wealth Partners
Kentucky
$511K – – –
AF
1096
Affiance Financial
Minnesota
$509K +$1.01K +31 +0.2%
WW
1097
Waterfront Wealth
Kansas
$506K +$35.8K +1,102 +8%
OCA
1098
Optimus Capital Advisors
Texas
$503K +$502K +15,424 New
PWMAG
1099
Pinnacle Wealth Management Advisory Group
New Jersey
$503K – – –
WFA
1100
WMG Financial Advisors
Tennessee
$502K -$67.7K -2,082 -12%
42 43
44
45 46