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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1251
Catalyst Investment Management
New Hampshire
$355K +$994 +30 +0.3%
CA
1252
COFG Advisors
Illinois
$352K +$345K +10,402 New
LCWP
1253
Legacy Capital Wealth Partners
Arkansas
$352K +$2.92K +88 +0.9%
PB
1254
Pinnacle Bancorp
Nebraska
$352K +$64.2K +1,936 +23%
OFA
1255
Orographic Financial Advisors
Colorado
$350K – – –
CCG
1256
Coastwise Capital Group
California
$348K -$52.7K -1,590 -13%
WRCM
1257
Western Reserve Capital Management
Ohio
$348K -$133 -4 -0%
CAS
1258
Coppell Advisory Solutions
Texas
$348K +$481K +14,518 New
EWM
1259
Evermay Wealth Management
Virginia
$348K – – –
BW
1260
Basepoint Wealth
Iowa
$347K +$663 +20 +0.2%
LSWP
1261
Liberty Square Wealth Partners
Pennsylvania
$347K +$298 +9 +0.1%
RW
1262
REDW Wealth
New Mexico
$347K – – –
GSWM
1263
Golden State Wealth Management
California
$347K -$22.5K -678 -6%
ACA
1264
Aspire Capital Advisors
Washington
$345K -$51.8K -1,562 -13%
AIA
1265
Accelerate Investment Advisors
California
$344K +$5.3K +160 +2%
CAAS
1266
Capital Asset Advisory Services
Michigan
$342K +$431 +13 +0.1%
SIM
1267
Stratos Investment Management
Ohio
$337K -$51.3K -1,549 -13%
GWM
1268
GDS Wealth Management
Texas
$337K +$330K +9,965 New
CNBT
1269
Canandaigua National Bank & Trust
New York
$336K +$329K +9,936 New
TCOTS
1270
Trust Company of the South
North Carolina
$336K – – –
MCM
1271
Morton Capital Management
California
$334K +$328K +9,884 New
WDL
1272
Well Done LLC
Michigan
$334K +$327K +9,878 New
CCM
1273
Check Capital Management
California
$332K – – –
CWMK
1274
Caliber Wealth Management (Kansas)
Kansas
$331K -$1.03K -31 -0.3%
GT
1275
Glenmede Trust
Pennsylvania
$329K +$12.3K +370 +4%
49 50
51
52 53