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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
126
CRA Financial Services
New Jersey
$18.2M -$87.4K -4,516 -0.5%
RDIA
127
RE Dickinson Investment Advisors
Iowa
$18.1M -$77.5K -4,004 -0.5%
VH
128
Visionary Horizons
Tennessee
$18M +$16.8M +869,484 New
IWC
129
Integrated Wealth Concepts
Massachusetts
$18M -$167K -8,640 -1%
AWS
130
Aspen Wealth Strategies
Colorado
$17.9M -$2.66M -137,320 -14%
FSWA
131
Financial Synergies Wealth Advisors
Texas
$17.9M -$1.01M -52,408 -4%
VNA
132
Valley National Advisers
Pennsylvania
$17.8M +$1.39M +71,936 +9%
IP
133
Ignite Planners
California
$17.4M +$1.1M +57,028 +7%
RWM
134
RKL Wealth Management
Pennsylvania
$17.2M +$99.2K +5,128 +0.6%
LBC
135
Lowe Brockenbrough & Co
Virginia
$17.1M -$20.3M -1,051,404 -56%
SC
136
Savant Capital
Illinois
$16.8M -$1.07M -55,268 -6%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$16.7M +$389K +20,096 +3%
AWS
138
Atria Wealth Solutions
New York
$16.6M +$1.69M +87,480 +12%
CFGS
139
Concourse Financial Group Securities
Alabama
$16.5M +$3.63M +187,920 +31%
FAM
140
Family Asset Management
South Carolina
$16.5M +$148K +7,664 +1%
PSIWM
141
Paradigm Strategies in Wealth Management
Minnesota
$16.3M -$519K -26,832 -3%
SFA
142
Souders Financial Advisors
Ohio
$15.8M +$242K +12,492 +2%
ACM
143
Alpha Capital Management
Texas
$15.6M -$638K -32,984 -4%
SAMC
144
Spectrum Asset Management (California)
California
$15M +$6.92M +357,704 +98%
GSIS
145
Global Strategic Investment Solutions
Arizona
$15M -$869K -44,904 -6%
SFA
146
Seneca Financial Advisors
New York
$14.9M -$383K -19,776 -3%
JJBC
147
James J. Burns & Company
New York
$14.8M -$353K -18,236 -2%
SW
148
SkyOak Wealth
Michigan
$14.8M +$973K +50,312 +8%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$14.8M -$183K -9,464 -1%
FFWA
150
FRG Family Wealth Advisors
Washington
$14.7M +$757K +39,152 +6%
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