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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
101
Facet Wealth Inc
Maryland
$29.1M +$27.8M +1,014,017 +938%
SFA
102
Sequoia Financial Advisors
Ohio
$28.8M +$17.9M +655,342 +133%
BAM
103
Belpointe Asset Management
Nevada
$28.6M +$31.1M +1,135,776 +16,634%
MAG
104
Mokosak Advisory Group
Iowa
$28.6M -$2.99M -109,155 -9%
MFGP
105
Marshall Financial Group (Pennsylvania)
Pennsylvania
$28M -$1.05M -38,200 -3%
DB
106
Dravo Bay
Delaware
$27.9M -$2.18M -79,647 -7%
MIA
107
Milestone Investment Advisors
Wisconsin
$27.8M -$1.99M -72,552 -6%
BMWS
108
Brady Martz Wealth Solutions
North Dakota
$27.6M -$1.8M -65,597 -6%
CP
109
Capital Planning
Washington
$27.5M -$1.12M -41,066 -4%
NG
110
Novem Group
New York
$27M -$1.81M -66,064 -6%
MCA
111
Midwest Capital Advisors
Michigan
$26.9M +$595K +21,727 +2%
RCM
112
Richardson Capital Management
Wisconsin
$26.2M +$273K +9,986 +1%
DP
113
Denver PWM
Colorado
$26.2M +$2.86M +104,480 +11%
FCA
114
Fortis Capital Advisors
Kansas
$25.9M +$28.3M +1,033,433 New
SCM
115
Spreng Capital Management
Ohio
$25.4M +$622K +22,695 +2%
JIC
116
Johnson Investment Counsel
Ohio
$25.2M +$2.04M +74,514 +8%
MWM
117
Modera Wealth Management
New Jersey
$24.7M -$961K -35,076 -3%
VH
118
Visionary Horizons
Tennessee
$24.6M -$2.52M -91,892 -9%
CFS
119
CRA Financial Services
New Jersey
$24.6M +$1.24M +45,398 +5%
MOS
120
MGO One Seven
Ohio
$23.7M +$115K +4,199 +0.4%
BA
121
Ballast Advisors
Minnesota
$23.6M +$253K +9,229 +1%
BDF
122
Black Diamond Financial
Maryland
$23.5M +$1.64M +60,052 +7%
SPC
123
Sigma Planning Corp
Michigan
$23.4M -$233K -8,491 -0.9%
GC
124
Garde Capital
Washington
$23.4M -$542K -19,777 -2%
IA
125
IFP Advisors
Florida
$23.4M +$1.08M +39,437 +4%
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5
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