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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1151
Wulff, Hansen & Co
California
$433K +$3.09K +95 +0.7%
RF
1152
RHS Financial
California
$432K – – –
FWP
1153
Falcon Wealth Planning
California
$432K +$6.28K +193 +1%
RAS
1154
RPS Advisory Solutions
Kentucky
$432K -$172K -5,281 -29%
FPFC
1155
Financial Planning Fort Collins
Colorado
$431K +$430K +13,216 New
SIM
1156
Stratos Investment Management
Ohio
$431K +$44.8K +1,377 +12%
ANTB
1157
AMG National Trust Bank
Colorado
$427K -$271K -8,341 -39%
GGI
1158
Godsey & Gibb Inc
Virginia
$426K +$25.6K +788 +6%
MCCP
1159
Mission Creek Capital Partners
California
$424K +$47K +1,445 +10%
VA
1160
VestGen Advisors
Illinois
$423K -$957K -29,428 -69%
FWM
1161
ForthRight Wealth Management
Georgia
$422K – – –
FFG
1162
Frisch Financial Group
New York
$419K +$418K +12,842 New
TIA
1163
Traphagen Investment Advisors
New Jersey
$418K +$45.3K +1,393 +12%
BIG
1164
Brooklyn Investment Group
New York
$417K +$412K +12,662 New
GWANC
1165
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K +$158K +4,872 +62%
CAM
1166
Clark Asset Management
New Hampshire
$413K +$8.42K +259 +2%
CFS
1167
Coordinated Financial Services
Colorado
$412K – – –
FWM
1168
Finer Wealth Management
Massachusetts
$410K -$5.07K -156 -1%
ZIM
1169
Zacks Investment Management
Illinois
$409K -$22.9K -703 -5%
HI
1170
Hudock Inc
Pennsylvania
$408K +$65 +2 +0%
MF
1171
Meridian Financial
Massachusetts
$407K +$170K +5,234 +72%
TFG
1172
Tilson Financial Group
New Jersey
$405K +$189K +5,819 +88%
TCBWMS
1173
Texas Capital Bank Wealth Management Services
Texas
$405K +$404K +12,419 New
SGI
1174
Summit Global Investments
Utah
$405K +$22.4K +690 +6%
CWM
1175
CCG Wealth Management
California
$405K -$9.2K -283 -2%
45 46
47
48 49