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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
101
Harborview Advisors
Maine
$9.18M -$727K -52,160 -8%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$9M -$1.11K -80 -0%
HCM
103
Hengehold Capital Management
Ohio
$8.56M -$215K -15,392 -3%
OWM
104
Opes Wealth Management
California
$8.46M -$297K -21,304 -4%
SFA
105
Sequoia Financial Advisors
Ohio
$8.23M +$131K +9,392 +2%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$8.2M +$201K +14,456 +3%
ACA
107
Ascension Capital Advisors
Texas
$8.13M +$2.54M +182,432 +48%
AI
108
Atria Investments
North Carolina
$8.09M +$197K +14,168 +3%
JWA
109
JFS Wealth Advisors
Pennsylvania
$8.02M +$625K +44,864 +9%
EWA
110
EP Wealth Advisors
California
$7.97M -$3.69M -264,912 -32%
LWAC
111
Laurel Wealth Advisors (California)
California
$7.89M -$694K -49,816 -8%
MMA
112
Miracle Mile Advisors
California
$7.61M +$7.36M +528,232 New
CCMG
113
Clark Capital Management Group
Pennsylvania
$7.44M -$1.07M -76,992 -13%
GCP
114
Gill Capital Partners
Colorado
$7.43M -$599K -42,952 -8%
CFS
115
CRA Financial Services
New Jersey
$7.15M +$91.2K +6,544 +1%
BWM
116
BerganKDV Wealth Management
Minnesota
$6.94M -$939K -67,336 -12%
SCP
117
Shorepoint Capital Partners
Massachusetts
$6.88M -$620K -44,504 -9%
EE
118
EWG Elevate
California
$6.8M -$1.01M -72,728 -13%
CAG
119
Curtis Advisory Group
California
$6.8M -$133K -9,568 -2%
SFWC
120
Strategic Family Wealth Counselors
New Jersey
$6.73M +$252K +18,088 +4%
HB
121
Homrich & Berg
Georgia
$6.61M +$23.4K +1,680 +0.4%
OCM
122
One Capital Management
California
$6.59M -$514K -36,864 -7%
TWP
123
Total Wealth Planning
Ohio
$6.21M -$2.37M -170,320 -28%
MA
124
Modus Advisors
Minnesota
$6.17M +$1.39M +100,040 +30%
RRWA
125
Rainey & Randall Wealth Advisors
Florida
$6.15M +$35.7K +2,560 +0.6%
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