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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1501
Evolution Wealth Management
Florida
$64.8K -$10K -308 -13%
RWM
1502
RMG Wealth Management
Wisconsin
$64.3K -$161M -4,948,421 -100%
WA
1503
Whipplewood Advisors
Colorado
$64.1K -$9.86K -303 -13%
DPW
1504
DiNuzzo Private Wealth
Pennsylvania
$62.9K – – –
AWM
1505
Abound Wealth Management
Tennessee
$62.7K -$67.1K -2,064 -52%
BHWM
1506
Beaird Harris Wealth Management
Texas
$62.4K – – –
CWM
1507
Copia Wealth Management
Oregon
$62.3K – – –
MIM
1508
MTM Investment Management
South Carolina
$61.8K – – –
LAS
1509
Lloyd Advisory Services
Georgia
$61.7K -$1.67M -51,256 -96%
SHIM
1510
Stone House Investment Management
Pennsylvania
$61.4K +$61.2K +1,881 New
CJ
1511
Caitlin John
Michigan
$61.3K – – –
SC
1512
Swan Capital
Florida
$60.4K +$60.2K +1,852 New
MJRIC
1513
Mogy Joel R Investment Counsel
California
$60.2K – – –
CCMI
1514
Creative Capital Management Investments
California
$59.5K – – –
BWM
1515
Bernard Wealth Management
Michigan
$59.2K +$65 +2 +0.1%
RF
1516
Roxbury Financial
New Jersey
$58.7K -$20K -616 -25%
ME
1517
McIlrath & Eck
Washington
$58.2K +$1.2K +37 +2%
DCM
1518
Dorato Capital Management
Colorado
$57.6K +$57.8K +1,776 New
WPA
1519
West Paces Advisors
Georgia
$55.7K – – –
TC
1520
Trust Company
Kansas
$54.6K +$8.13K +250 +18%
AT
1521
Avalon Trust
New Mexico
$52.2K – – –
RBC
1522
Roble Belko & Company
Pennsylvania
$50K +$1.59K +49 +3%
RFG
1523
REAP Financial Group
Texas
$49.6K +$20.5K +630 +71%
MCA
1524
McGuire Capital Advisors
Oklahoma
$49.5K +$49.3K +1,516 New
MNA
1525
Manning & Napier Advisors
New York
$49.3K +$48.8K +1,500 New
59 60
61
62 63