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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1251
Penobscot Wealth Management
Maine
$223K +$202K +7,648 New
PAM
1252
Pegasus Asset Management
New York
$223K +$202K +7,638 New
WG
1253
Wealth Group
North Carolina
$223K -$1.14M -43,118 -85%
RA
1254
Riversedge Advisors
Delaware
$222K +$201K +7,616 New
AIFAIM
1255
American Institute for Advanced Investment Management
Arizona
$222K +$201K +7,600 New
JIC
1256
Joel Isaacson & Co
New York
$221K +$200K +7,577 New
PRI
1257
Prepared Retirement Institute
Pennsylvania
$221K +$200K +7,569 New
CIA
1258
Cladis Investment Advisory
Montana
$220K +$199K +7,536 New
OWCM
1259
One Wealth Capital Management
Arizona
$220K +$199K +7,519 New
GAM
1260
Grandview Asset Management
Pennsylvania
$219K -$53.9K -2,038 -21%
VVP
1261
Venture Visionary Partners
Ohio
$218K -$76.1K -2,878 -28%
CA
1262
Crewe Advisors
Utah
$218K +$188K +7,119 +2,046%
SIC
1263
Sage Investment Counsel
Tennessee
$218K +$197K +7,465 New
GIM
1264
Glenmede Investment Management
Pennsylvania
$217K +$196K +7,420 New
ZIC
1265
ZWJ Investment Counsel
Georgia
$217K +$196K +7,418 New
LA
1266
Latitude Advisors
Florida
$216K +$196K +7,401 New
PCS
1267
Personal CFO Solutions
New Jersey
$216K -$24.1K -911 -11%
IAG
1268
Investment Advisory Group
Massachusetts
$215K -$26.4K -1,000 -12%
KWS
1269
Keystone Wealth Services
California
$215K +$195K +7,361 New
CFO
1270
Collective Family Office
Pennsylvania
$214K +$194K +7,342 New
BA
1271
Bellwether Advisors
Nebraska
$214K – – –
RA
1272
Rodgers & Associates
Pennsylvania
$213K -$69.8K -2,639 -27%
CIAS
1273
CFS Investment Advisory Services
New Jersey
$212K +$192K +7,269 New
HWM
1274
HighMark Wealth Management
Minnesota
$212K +$137K +5,199 +254%
WFS
1275
Weitzel Financial Services
Iowa
$210K +$182K +6,887 New
49 50
51
52 53