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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1401
Heritage Wealth Advisors
Virginia
$25K – – –
FGC
1402
Financial Gravity Companies
Texas
$23.9K +$21.6K +818 New
EDRH
1403
Edmond de Rothschild Holding
Switzerland
$23.8K – – –
DJSG
1404
D.J. St. Germain
Massachusetts
$23.8K +$21.5K +815 New
RWM
1405
Raffa Wealth Management
District of Columbia
$23.8K – – –
AP
1406
Atwood & Palmer
Missouri
$22.3K +$20.2K +764 New
AIC
1407
Archer Investment Corporation
Indiana
$20.8K +$26 +1 +0.1%
HPIA
1408
Hamilton Point Investment Advisors
North Carolina
$20.8K – – –
BCM
1409
Basso Capital Management
Connecticut
$20.2K – – –
SIS
1410
Sound Income Strategies
Florida
$19.2K -$46.9K -1,775 -73%
MHR
1411
Matthew Hamilton Rosenberg
$19.2K – – –
ACM
1412
Anfield Capital Management
California
$18.9K – – –
MWM
1413
Mascoma Wealth Management
New Hampshire
$18.8K +$17K +644 New
RMP
1414
Richards, Merrill & Peterson
Washington
$18.1K -$35.1K -1,327 -68%
IRAG
1415
Investment Research & Advisory Group
Georgia
$17.9K +$79 +3 +0.5%
AWM
1416
Aberdeen Wealth Management
Illinois
$17.8K +$79 +3 +0.5%
AEPWM
1417
Atlantic Edge Private Wealth Management
Florida
$17.8K – – –
CYG
1418
Clean Yield Group
Vermont
$17.8K – – –
AF
1419
Alerus Financial
North Dakota
$16.9K +$15.3K +580 New
RIL
1420
Rothschild Investment LLC
Illinois
$16.8K +$15.2K +574 New
DF
1421
Dunhill Financial
United Kingdom
$15.3K +$3.25K +123 +31%
JFG
1422
JDM Financial Group
Texas
$15K – – –
OC
1423
Oakworth Capital
Alabama
$14.1K – – –
MAM
1424
Morse Asset Management
Connecticut
$14K -$1.9K -72 -13%
CAM
1425
Chesapeake Asset Management
New York
$14K – – –
55 56
57
58 59