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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1126
Patten & Patten
Tennessee
$496K +$232 +7 +0%
GEM
1127
Global Endowment Management
North Carolina
$496K -$123K -3,714 -20%
RDWM
1128
Red Door Wealth Management
Tennessee
$495K +$66 +2 +0%
PMSA
1129
Patrick M. Sweeney & Associates
Illinois
$493K +$23.2K +700 +5%
CSIC
1130
Clifford Swan Investment Counsel
California
$491K -$358K -10,800 -43%
TFG
1131
Tull Financial Group
Virginia
$491K +$7.75K +234 +2%
GJIA
1132
Glass Jacobson Investment Advisors
Maryland
$490K +$13.3K +402 +3%
DP
1133
Dearborn Partners
Illinois
$489K – – –
PWMAG
1134
Pinnacle Wealth Management Advisory Group
New Jersey
$488K -$31.8K -960 -6%
MWM
1135
Manske Wealth Management
Texas
$487K -$17.7K -534 -4%
GWMR
1136
GC Wealth Management RIA
Massachusetts
$485K -$496K -14,963 -51%
WFAG
1137
Wescott Financial Advisory Group
Pennsylvania
$484K +$150K +4,526 +46%
GFWA
1138
Grey Fox Wealth Advisors
Delaware
$482K -$23.3K -704 -5%
SIC
1139
Salem Investment Counselors
North Carolina
$479K -$961 -29 -0.2%
FG
1140
Fairman Group
Pennsylvania
$478K -$11.6K -350 -2%
MA
1141
MCF Advisors
Kentucky
$477K +$190K +5,728 +68%
ATC
1142
Argent Trust Co
Tennessee
$473K – – –
JCM
1143
Jacobi Capital Management
Pennsylvania
$472K +$462K +13,934 New
RDFA
1144
Ritter Daniher Financial Advisory
Ohio
$469K +$66.1K +1,995 +17%
YIM
1145
Yoffe Investment Management
Pennsylvania
$468K – – –
GWP
1146
Gateway Wealth Partners
Wisconsin
$467K -$51.8K -1,564 -10%
PMG
1147
Private Management Group
California
$465K – – –
PWP
1148
Pursue Wealth Partners
California
$464K – – –
AC
1149
Asio Capital
Kentucky
$464K – – –
KA
1150
Klingman & Associates
New York
$461K -$24.8K -747 -5%
44 45
46
47 48