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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1126
Hall Capital Management
Rhode Island
$463K – – –
FSBI
1127
Fearless Solutions (Best Invest)
Texas
$463K -$18.8K -579 -4%
CC
1128
Courier Capital
New York
$460K – – –
VRM
1129
Vectors Research Management
New York
$460K – – –
IRP
1130
Investment Research Partners
Pennsylvania
$459K – – –
SSWM
1131
Smith Salley Wealth Management
North Carolina
$458K -$66.2K -2,034 -13%
SL
1132
SWMG LLC
Texas
$458K +$8.78K +270 +2%
SPA
1133
Sentinel Pension Advisors
Massachusetts
$458K -$36.2K -1,113 -7%
BFG
1134
Beacon Financial Group
Texas
$457K -$260 -8 -0.1%
ATC
1135
Argent Trust Co
Tennessee
$456K +$203K +6,255 +81%
AFS
1136
Access Financial Services
Minnesota
$455K – – –
YIM
1137
Yoffe Investment Management
Pennsylvania
$451K – – –
PP
1138
Patten & Patten
Tennessee
$449K -$76.7K -2,359 -15%
PWP
1139
Pursue Wealth Partners
California
$448K – – –
PMG
1140
Private Management Group
California
$448K +$325 +10 +0.1%
AC
1141
Asio Capital
Kentucky
$447K – – –
BTWM
1142
Baker Tilly Wealth Management
Wisconsin
$447K +$455 +14 +0.1%
MIM
1143
Marshall Investment Management
Colorado
$446K -$4.49K -138 -1%
PMSA
1144
Patrick M. Sweeney & Associates
Illinois
$444K +$2.6K +80 +0.6%
ES
1145
ETF Store
Kansas
$442K +$1.66K +51 +0.4%
JPWM
1146
Jamison Private Wealth Management
Georgia
$440K +$41K +1,261 +10%
DPI
1147
Diversified Portfolios Inc
Michigan
$439K -$104K -3,187 -19%
WE
1148
Wealth Effects
Massachusetts
$434K +$3.58K +110 +0.8%
AWMI
1149
Aegis Wealth Management (Iowa)
Iowa
$434K +$432K +13,290 New
SWA
1150
SOA Wealth Advisors
New York
$433K +$423 +13 +0.1%
44 45
46
47 48