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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1276
Canandaigua National Bank & Trust
New York
$336K +$329K +9,936 New
TCOTS
1277
Trust Company of the South
North Carolina
$336K – – –
MCM
1278
Morton Capital Management
California
$334K +$328K +9,884 New
WDL
1279
Well Done LLC
Michigan
$334K +$327K +9,878 New
CCM
1280
Check Capital Management
California
$332K – – –
CWMK
1281
Caliber Wealth Management (Kansas)
Kansas
$331K -$1.03K -31 -0.3%
GT
1282
Glenmede Trust
Pennsylvania
$329K +$12.3K +370 +4%
TC
1283
Tannin Capital
North Carolina
$329K -$12.5K -376 -4%
CWM
1284
Cahaba Wealth Management
Georgia
$329K +$34.9K +1,052 +12%
FNT
1285
First National Trust
Pennsylvania
$327K – – –
RA
1286
Riverstone Advisors
Texas
$327K – – –
TCBWMS
1287
Texas Capital Bank Wealth Management Services
Texas
$327K -$91.6K -2,765 -22%
MAFA
1288
MJT & Associates Financial Advisory
Minnesota
$325K – – –
SIC
1289
Sage Investment Counsel
Tennessee
$323K -$12.4K -374 -4%
JTWM
1290
Jackson Thornton Wealth Management
Alabama
$321K – – –
CWA
1291
Cascade Wealth Advisors
Washington
$321K – – –
PAM
1292
Palisade Asset Management
Minnesota
$320K -$729 -22 -0.2%
AFTS
1293
American Financial & Tax Strategies
New York
$320K -$67.5K -2,036 -18%
PGFG
1294
Pine Grove Financial Group
Minnesota
$318K +$53.1K +1,602 +21%
VIP
1295
Value Investment Professionals
New York
$317K +$311K +9,377 New
GT
1296
Glenview Trust
Kentucky
$317K – – –
MPPHD
1297
Maloon Powers Pitre Higgins & Dennehy
California
$317K +$310K +9,359 New
WCFA
1298
Walkner Condon Financial Advisors
Wisconsin
$317K +$1.06K +32 +0.3%
LA
1299
LWM Advisors
California
$316K -$15.2K -459 -5%
PWPS
1300
Pinnacle Wealth Planning Services
Ohio
$315K +$10.1K +304 +3%
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