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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1126
Vaughan David Investments
Illinois
$242K +$265K +9,668 New
GT
1127
Glenview Trust
Kentucky
$242K +$51.8K +1,890 +24%
AIA
1128
AssuredPartners Investment Advisors
Florida
$242K +$66.6K +2,432 +34%
MWM
1129
Maridea Wealth Management
New York
$241K -$26.5K -967 -9%
SC
1130
Stolper & Co
Oklahoma
$241K – – –
PCA
1131
Prosperity Capital Advisors
Ohio
$240K +$5.39K +197 +2%
VAG
1132
VisionPoint Advisory Group
Texas
$239K +$139K +5,072 +113%
RA
1133
Riverstone Advisors
Texas
$239K – – –
GAM
1134
Grandview Asset Management
Pennsylvania
$238K -$48.8K -1,783 -16%
LSIA
1135
LaSalle St. Investment Advisors
Illinois
$238K +$261K +9,517 New
CCMW
1136
Cypress Capital Management (Wyoming)
Wyoming
$238K -$7.23K -264 -3%
PAM
1137
Palisade Asset Management
Minnesota
$237K – – –
PRS
1138
Pinkerton Retirement Specialists
Idaho
$237K -$1.42K -52 -0.5%
IFPL
1139
Investments & Financial Planning LLC
Kentucky
$237K +$27 +1 +0%
MYIA
1140
Mount Yale Investment Advisors
Colorado
$236K +$27 +1 +0%
ACP
1141
Aveo Capital Partners
Colorado
$235K +$250K +9,132 New
SAM
1142
Secure Asset Management
Michigan
$235K -$320K -11,668 -55%
MBFW
1143
Morton Brown Family Wealth
Pennsylvania
$235K – – –
CCFM
1144
Clear Creek Financial Management
Washington
$232K +$254K +9,278 New
BWM
1145
BNC Wealth Management
Oregon
$230K – – –
RP
1146
Rice Partnership
Hawaii
$229K – – –
HIC
1147
Hartline Investment Corp
Illinois
$229K +$5.75K +210 +2%
FWM
1148
ForthRight Wealth Management
Georgia
$228K +$20.5K +750 +9%
BA
1149
Brightwater Advisory
Florida
$228K +$10.4K +380 +4%
SCM
1150
Saxony Capital Management
Missouri
$227K +$37.3K +1,363 +18%
44 45
46
47 48