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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1451
Trilogy Capital
California
$209K -$318K -9,584 -61%
CWA
1452
Centennial Wealth Advisory
Michigan
$209K +$205K +6,173 New
WMA
1453
West Michigan Advisors
Michigan
$207K +$203K +6,120 New
FBC
1454
Fairfield, Bush & Co
Connecticut
$206K +$202K +6,096 New
AIM
1455
Anchor Investment Management
South Carolina
$206K – – –
CIAS
1456
CFS Investment Advisory Services
New Jersey
$203K +$198K +5,964 New
VR
1457
Valued Retirements
Texas
$203K +$199K +5,994 New
HWA
1458
Heritage Wealth Advisors
Virginia
$203K +$1.13K +34 +0.6%
PAS
1459
PKS Advisory Services
New York
$202K +$198K +5,981 New
HNB
1460
Huntington National Bank
Ohio
$202K – – –
CWM
1461
Centurion Wealth Management
Virginia
$202K -$39K -1,177 -16%
MWA
1462
Merkkuri Wealth Advisors
New York
$202K -$6.63K -200 -3%
FCFC
1463
First Commonwealth Financial Corp
Pennsylvania
$201K +$197K +5,952 New
PAM
1464
Pegasus Asset Management
New York
$201K +$197K +5,931 New
AC
1465
Addison Capital
Pennsylvania
$201K +$197K +5,930 New
BSI
1466
Bennett Selby Investments
Maine
$200K +$196K +5,924 New
NWMG
1467
National Wealth Management Group
Ohio
$200K -$389K -11,748 -67%
PK
1468
Pflug Koory
Nebraska
$199K +$199 +6 +0.1%
CT
1469
Clearstead Trust
Maine
$195K – – –
WP
1470
WealthShield Partners
North Carolina
$195K -$16.8M -506,485 -99%
WTA
1471
Washington Trust Advisors
Massachusetts
$187K +$17.4K +526 +11%
FFG
1472
Forum Finance Group
$183K – – –
VCM
1473
Versant Capital Management
Arizona
$180K +$40.4K +1,220 +30%
KSB
1474
Kennebec Savings Bank
Maine
$178K – – –
CJ
1475
Caitlin John
Michigan
$167K +$94.4K +2,850 +136%
57 58
59
60 61