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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1226
Omega Financial Group
California
$372K -$2.15K -65 -0.6%
DIS
1227
Diversified Investment Strategies
Louisiana
$371K -$2.88K -87 -0.8%
GA
1228
GoalVest Advisory
New York
$369K – – –
AWC
1229
Adamsbrown Wealth Consultants
Kansas
$368K +$331 +10 +0.1%
TPBG
1230
Turning Point Benefit Group
Maryland
$367K -$326K -9,843 -48%
LFAS
1231
Level Four Advisory Services
Texas
$367K +$27.1K +817 +8%
SFC
1232
Summit Financial Consulting
Michigan
$367K -$7.06K -213 -2%
AO
1233
Advisor OS
Illinois
$366K -$147K -4,433 -29%
SIM
1234
Studio Investment Management
Illinois
$366K +$32.4K +978 +10%
WDG
1235
Wealth Dimensions Group
Ohio
$365K +$33 +1 +0%
CWS
1236
Confluence Wealth Services
Pennsylvania
$364K +$356K +10,749 New
UB
1237
Umpqua Bank
Oregon
$363K – – –
UCB
1238
United Community Bank
South Carolina
$362K +$169K +5,093 +91%
BCM
1239
BTC Capital Management
Iowa
$362K – – –
FRA
1240
Frank Rimerman Advisors
California
$362K – – –
FMI
1241
Financial Management Inc
Arkansas
$360K +$19K +572 +6%
SEM
1242
Strategic Equity Management
Arizona
$359K – – –
AB
1243
Atlas Brown
Kentucky
$359K +$365 +11 +0.1%
OFO
1244
OneAscent Family Office
Alabama
$358K -$1.07M -32,201 -75%
MAC
1245
Mason & Associates (California)
California
$357K – – –
OE
1246
OFS Enterprise
Nebraska
$356K -$60.1K -1,814 -15%
KCPG
1247
Kavar Capital Partners Group
Kansas
$356K +$20.5K +619 +6%
WKSWA
1248
White Knight Strategic Wealth Advisors
New Jersey
$355K -$504K -15,200 -59%
AFG
1249
Albion Financial Group
Utah
$355K – – –
AWA
1250
Arete Wealth Advisors
Illinois
$355K +$348K +10,494 New
48 49
50
51 52