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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1251
Berkeley Capital Partners
Georgia
$253K +$241K +7,918 New
HIC
1252
Hartline Investment Corp
Illinois
$252K +$5.94K +195 +3%
FWM
1253
Forza Wealth Management
Florida
$252K – – –
IWS
1254
Insight Wealth Strategies
California
$252K +$61 +2 +0%
GSWM
1255
Golden State Wealth Management
California
$250K -$48.9K -1,606 -17%
PAI
1256
Pittenger & Anderson Inc
Nebraska
$249K – – –
SIM
1257
Studio Investment Management
Illinois
$249K +$28.1K +921 +13%
GWANC
1258
Guardian Wealth Advisors (North Carolina)
North Carolina
$249K – – –
RA
1259
Rodgers & Associates
Pennsylvania
$248K +$14.9K +488 +7%
FFP
1260
FourThought Financial Partners
Florida
$248K – – –
KWS
1261
Keystone Wealth Services
California
$247K +$11.4K +373 +5%
ATC
1262
Argent Trust Co
Tennessee
$246K – – –
ZIC
1263
ZWJ Investment Counsel
Georgia
$246K +$9.08K +298 +4%
AG
1264
Advocate Group
Minnesota
$246K – – –
CA
1265
Crewe Advisors
Utah
$246K +$7.04K +231 +3%
PWM
1266
Penobscot Wealth Management
Maine
$244K +$213 +7 +0.1%
AIFAIM
1267
American Institute for Advanced Investment Management
Arizona
$243K – – –
SSW
1268
Smith Shellnut Wilson
Mississippi
$242K +$231K +7,591 New
SIC
1269
Salem Investment Counselors
North Carolina
$242K +$41.4K +1,358 +22%
CAAS
1270
Capital Asset Advisory Services
Michigan
$242K +$10.8K +355 +5%
WFS
1271
Weitzel Financial Services
Iowa
$241K +$21.9K +717 +10%
JIC
1272
Joel Isaacson & Co
New York
$241K -$427 -14 -0.2%
AFW
1273
Avantra Family Wealth
Pennsylvania
$241K +$230K +7,549 New
CIA
1274
Cladis Investment Advisory
Montana
$240K – – –
IAG
1275
Investment Advisory Group
Massachusetts
$239K +$3.81K +125 +2%
49 50
51
52 53