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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1476
Commonwealth Retirement Investments
Virginia
$103K +$103K +3,171 New
AIP
1477
Ameritas Investment Partners
Nebraska
$102K – – –
PPL
1478
Planning Project LLC
Texas
$99.7K +$99.4K +3,055 New
DJSG
1479
D.J. St. Germain
Massachusetts
$98.2K -$8.62K -265 -8%
JFA
1480
JNBA Financial Advisors
Minnesota
$95.5K +$65 +2 +0.1%
CPG
1481
Cornerstone Planning Group
New Jersey
$95.3K +$90.1K +2,770 +1,710%
JHCP
1482
Jackson Hole Capital Partners
Oklahoma
$93.9K – – –
WG
1483
Wellington Group
Indiana
$91.6K +$91.3K +2,807 New
W
1484
WealthCollab
Washington
$85.5K +$52.7K +1,621 +162%
EA
1485
Evolution Advisers
Virginia
$85K – – –
PCA
1486
Providence Capital Advisors
North Carolina
$84.4K – – –
LAMC
1487
Longview Asset Management (California)
California
$81.8K – – –
CVM
1488
Cheviot Value Management
California
$81.8K +$65 +2 +0.1%
IWM
1489
Inlight Wealth Management
Georgia
$81.5K -$16.3K -500 -17%
BCM
1490
Blume Capital Management
California
$78.3K – – –
DF
1491
Dunhill Financial
United Kingdom
$76.1K +$58.8K +1,809 +345%
HFS
1492
Horizon Financial Services
North Carolina
$76.1K -$9.95K -306 -12%
JFGIW
1493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K – – –
KA
1494
Kozak & Associates
Colorado
$75K +$65 +2 +0.1%
HWP
1495
Highline Wealth Partners
California
$74.5K -$1.33K -41 -2%
SWM
1496
SHP Wealth Management
Massachusetts
$74.5K +$74.3K +2,283 New
RF
1497
Rossby Financial
Florida
$73.7K – – –
UFPG
1498
United Financial Planning Group
New York
$69.2K +$1.69K +52 +3%
CHC
1499
City Holding Co
West Virginia
$68.5K – – –
BSB
1500
Bangor Savings Bank
Maine
$66.5K – – –
58 59
60
61 62