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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1126
Falcon Wealth Planning
California
$417K +$33.2K +1,069 +8%
TFG
1127
Tull Financial Group
Virginia
$415K -$20.2K -649 -4%
SIC
1128
Salem Investment Counselors
North Carolina
$414K +$146K +4,689 +49%
TA
1129
TFB Advisors
Kansas
$412K -$473K -15,204 -52%
GJIA
1130
Glass Jacobson Investment Advisors
Maryland
$410K +$295K +9,504 +208%
FPFC
1131
Financial Planning Fort Collins
Colorado
$408K -$25.6K -824 -6%
ATC
1132
Argent Trust Co
Tennessee
$407K +$124 +4 +0%
PMSA
1133
Patrick M. Sweeney & Associates
Illinois
$404K +$7.77K +250 +2%
YIM
1134
Yoffe Investment Management
Pennsylvania
$403K – – –
PWP
1135
Pursue Wealth Partners
California
$400K – – –
PMG
1136
Private Management Group
California
$400K +$342 +11 +0.1%
AC
1137
Asio Capital
Kentucky
$400K – – –
IRP
1138
Investment Research Partners
Pennsylvania
$399K -$11.5K -370 -3%
AW
1139
Ankerstar Wealth
Texas
$398K -$141K -4,526 -25%
SFO
1140
Stokes Family Office
Louisiana
$396K -$51.2K -1,647 -11%
MIM
1141
Marshall Investment Management
Colorado
$393K -$4.76K -153 -1%
ACA
1142
Ascension Capital Advisors
Texas
$393K +$73.6K +2,367 +21%
BFG
1143
Beacon Financial Group
Texas
$391K -$18.4K -592 -4%
SPA
1144
Sentinel Pension Advisors
Massachusetts
$391K -$19.3K -622 -4%
IFPL
1145
Investments & Financial Planning LLC
Kentucky
$390K +$46.8K +1,505 +13%
KFP
1146
Kerr Financial Planning
California
$390K +$218 +7 +0.1%
BTWM
1147
Baker Tilly Wealth Management
Wisconsin
$390K -$10.3K -332 -2%
CWM
1148
CCG Wealth Management
California
$389K +$29.1K +936 +8%
WE
1149
Wealth Effects
Massachusetts
$388K – – –
WIM
1150
WealthPlan Investment Management
Nebraska
$388K -$86.8K -2,792 -17%
44 45
46
47 48