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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1151
Stokes Family Office
Louisiana
$460K – – –
GWANC
1152
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$28.7K +865 +7%
TVPW
1153
Third View Private Wealth
Connecticut
$458K +$126K +3,815 +39%
MIM
1154
Marshall Investment Management
Colorado
$457K – – –
SPA
1155
Sentinel Pension Advisors
Massachusetts
$453K -$5.04K -152 -1%
CWM
1156
CCG Wealth Management
California
$452K – – –
FWP
1157
Falcon Wealth Planning
California
$451K -$32.1K -969 -7%
IFPL
1158
Investments & Financial Planning LLC
Kentucky
$450K -$3.05K -92 -0.7%
RF
1159
RHS Financial
California
$448K +$19.9K +600 +5%
SFG
1160
SageGuard Financial Group
Tennessee
$448K +$6K +181 +1%
FSBI
1161
Fearless Solutions (Best Invest)
Texas
$448K -$1.56K -47 -0.4%
BMCM
1162
Bryn Mawr Capital Management
Pennsylvania
$447K – – –
BTWM
1163
Baker Tilly Wealth Management
Wisconsin
$443K -$9.11K -275 -2%
FWM
1164
ForthRight Wealth Management
Georgia
$437K – – –
IA
1165
Invested Advisors
Pennsylvania
$437K -$147K -4,448 -26%
NIWA
1166
New Insight Wealth Advisors
California
$436K -$273K -8,229 -39%
DLCIG
1167
D.L. Carlson Investment Group
New Hampshire
$435K -$5.14K -155 -1%
HC
1168
Hamilton Capital
Ohio
$435K +$41.6K +1,256 +11%
PW
1169
PUREfi Wealth
Massachusetts
$433K -$53K -1,600 -11%
SWA
1170
SOA Wealth Advisors
New York
$432K +$431 +13 +0.1%
GGI
1171
Godsey & Gibb Inc
Virginia
$429K +$3.84K +116 +0.9%
CFS
1172
Cannon Financial Strategists
Georgia
$427K +$14.6K +442 +4%
MF
1173
Meridian Financial
Massachusetts
$425K +$6.63K +200 +2%
FCM
1174
Firestone Capital Management
Florida
$424K +$365 +11 +0.1%
PAW
1175
Plan A Wealth
Nebraska
$424K +$6.56K +198 +2%
45 46
47
48 49