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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1226
Capital Performance Advisors
California
$356K -$6.96K -214 -2%
AWC
1227
Adamsbrown Wealth Consultants
Kansas
$356K +$2.15K +66 +0.6%
TFA
1228
Teamwork Financial Advisors
Texas
$356K +$21.9K +674 +7%
GA
1229
GoalVest Advisory
New York
$355K – – –
VIA
1230
Victrix Investment Advisors
Florida
$355K +$353K +10,868 New
NGA
1231
Naples Global Advisors
Florida
$354K +$455 +14 +0.1%
UB
1232
Umpqua Bank
Oregon
$350K – – –
VCM
1233
Vivaldi Capital Management
Illinois
$349K +$130 +4 +0%
FRA
1234
Frank Rimerman Advisors
California
$349K – – –
SEM
1235
Strategic Equity Management
Arizona
$347K – – –
AB
1236
Atlas Brown
Kentucky
$345K +$325 +10 +0.1%
KOC
1237
Koss-Olinger Consulting
Florida
$345K +$17.6K +540 +5%
MAC
1238
Mason & Associates (California)
California
$344K -$19.6K -603 -5%
RRA
1239
Round Rock Advisors
Connecticut
$341K +$7.22K +222 +2%
AFG
1240
Albion Financial Group
Utah
$341K – – –
SFS
1241
Sunrise Financial Services
Washington
$340K +$339K +10,422 New
SIA
1242
Spectrum Investment Advisors
Wisconsin
$339K – – –
LSWP
1243
Liberty Square Wealth Partners
Pennsylvania
$338K +$11.1K +340 +3%
HIS
1244
Harvest Investment Services
Illinois
$337K -$11.2K -345 -3%
EWM
1245
Evermay Wealth Management
Virginia
$335K -$7.9K -243 -2%
RW
1246
REDW Wealth
New Mexico
$334K – – –
CICC
1247
Capital Investment Counsel (Colorado)
Colorado
$332K -$19.2K -590 -5%
VIP
1248
Value Investment Professionals
New York
$331K +$330K +10,156 New
VAG
1249
VisionPoint Advisory Group
Texas
$331K -$6.18K -190 -2%
TC
1250
Tannin Capital
North Carolina
$330K +$329K +10,123 New
48 49
50
51 52