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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
1376
Aull & Monroe Investment Management
Alabama
$239K +$16.8K +516 +8%
TWM
1377
Tanager Wealth Management
United Kingdom
$239K +$238K +7,323 New
NW
1378
Naviter Wealth
Arkansas
$238K +$237K +7,286 New
CFO
1379
Collective Family Office
Pennsylvania
$236K -$3.58K -110 -1%
MYIA
1380
Mount Yale Investment Advisors
Colorado
$236K +$390 +12 +0.2%
DI
1381
Decision Investments
California
$235K +$234K +7,200 New
MAWAG
1382
Mid-American Wealth Advisory Group
Missouri
$233K +$233K +7,152 New
SDWIA
1383
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$11.6K +356 +5%
PFA
1384
Pathway Financial Advisers
Indiana
$232K +$8.85K +272 +4%
IF
1385
Intrua Financial
Texas
$232K – – –
BCV
1386
Banque Cantonale Vaudoise
Switzerland
$232K -$153K -4,707 -40%
ISL
1387
Ingalls & Snyder LLC
New York
$232K – – –
EFS
1388
Essex Financial Services
Connecticut
$232K +$231K +7,108 New
MHC
1389
Meyer Handelman Company
New York
$231K – – –
NCM
1390
Noesis Capital Mangement
Florida
$230K +$10.4K +321 +5%
SC
1391
Shuttleworth & Co
Ohio
$229K -$8.78K -270 -4%
EFS
1392
Econ Financial Services
Pennsylvania
$229K -$228 -7 -0.1%
JIC
1393
Joel Isaacson & Co
New York
$229K -$18.1K -556 -7%
FNBT
1394
FineMark National Bank & Trust
Florida
$228K – – –
AF
1395
Apollon Financial
South Carolina
$228K +$227K +6,986 New
FWM
1396
Forza Wealth Management
Florida
$227K -$30.8K -948 -12%
SBWIC
1397
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K – – –
IAG
1398
Investment Advisory Group
Massachusetts
$226K -$18.5K -568 -8%
CWA
1399
Clarity Wealth Advisors
California
$225K +$224K +6,896 New
CAMG
1400
CWA Asset Management Group
Florida
$225K -$1.63K -50 -0.7%
54 55
56
57 58