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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1326
Sheets Smith Wealth Management
North Carolina
$203K +$193K +6,346 New
CWM
1327
Collaborative Wealth Management
Florida
$201K +$192K +6,302 New
EFL
1328
ERn Financial LLC
Wisconsin
$201K +$192K +6,284 New
EAM
1329
Empirical Asset Management
Massachusetts
$200K +$191K +6,282 New
HWA
1330
Heritage Wealth Advisors
Virginia
$196K +$161K +5,276 +616%
AIM
1331
Anchor Investment Management
South Carolina
$194K -$91 -3 -0%
CT
1332
Clearstead Trust
Maine
$184K – – –
PK
1333
Pflug Koory
Nebraska
$180K +$152 +5 +0.1%
AWM
1334
Accredited Wealth Management
Kentucky
$180K -$110K -3,609 -64%
UCB
1335
United Community Bank
South Carolina
$179K – – –
QCG
1336
Quadrant Capital Group
Ohio
$172K +$164K +5,381 New
KSB
1337
Kennebec Savings Bank
Maine
$169K +$10K +328 +7%
WTA
1338
Washington Trust Advisors
Massachusetts
$159K +$152K +4,986 New
TCM
1339
TD Capital Management
Tennessee
$157K +$152 +5 +0.1%
FGAM
1340
Financial Gravity Asset Management
Texas
$155K +$148K +4,867 New
FHC
1341
First Horizon Corporation
Tennessee
$153K +$146K +4,800 New
YP
1342
YANKCOM Partnership
South Dakota
$147K – – –
HHGA
1343
Halbert Hargrove Global Advisors
California
$146K -$9.75K -320 -7%
LB
1344
Legacy Bridge
Iowa
$139K +$133K +4,364 New
MSG
1345
Main Street Group
Virginia
$139K +$122 +4 +0.1%
CNBTD
1346
Citizens National Bank Trust Department
Mississippi
$138K – – –
HPC
1347
HM Payson & Co
Maine
$137K +$102K +3,344 +354%
GWSG
1348
GPS Wealth Strategies Group
Colorado
$136K +$6.13K +201 +5%
TCM
1349
Tradewinds Capital Management
Washington
$135K – – –
FCAS
1350
First Command Advisory Services
Texas
$135K -$30.1K -989 -19%
52 53
54
55 56