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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1551
Beaird Harris Wealth Management
Texas
$64.7K – – –
MIM
1552
MTM Investment Management
South Carolina
$64.1K – – –
SNBOSCI
1553
Security National Bank of Sioux City Iowa
Iowa
$62.5K +$61.2K +1,848 New
MJRIC
1554
Mogy Joel R Investment Counsel
California
$62.5K – – –
BSB
1555
Bangor Savings Bank
Maine
$62.3K – – –
JWM
1556
JPL Wealth Management
Colorado
$62.3K – – –
CCMI
1557
Creative Capital Management Investments
California
$61.8K -$431 -13 -0.7%
DCM
1558
Dorato Capital Management
Colorado
$61.5K – – –
BWM
1559
Bernard Wealth Management
Michigan
$61.5K +$66 +2 +0.1%
RF
1560
Roxbury Financial
New Jersey
$60.8K – – –
SWM
1561
SHP Wealth Management
Massachusetts
$59.5K – – –
OCWP
1562
Owl Creek Wealth Partners
Colorado
$58.2K +$66 +2 +0.1%
WPA
1563
West Paces Advisors
Georgia
$57.8K – – –
SC
1564
SouthState Corp
Florida
$54.5K +$33 +1 +0.1%
AT
1565
Avalon Trust
New Mexico
$54.1K – – –
QC
1566
Quent Capital
New York
$52.6K -$142K -4,292 -73%
RBC
1567
Roble Belko & Company
Pennsylvania
$52K -$1.03K -31 -2%
MCA
1568
McGuire Capital Advisors
Oklahoma
$51.3K – – –
MNA
1569
Manning & Napier Advisors
New York
$50.2K – – –
RFS
1570
Richardson Financial Services
Massachusetts
$48.3K +$31K +935 +190%
OCM
1571
Orion Capital Management
California
$47.6K +$46.6K +1,406 New
CFSG
1572
Community Financial Services Group
Vermont
$46.7K – – –
KFG
1573
Kingdom Financial Group
Arizona
$46.2K -$17.1K -515 -27%
FGC
1574
Financial Gravity Companies
Texas
$44.6K +$43.7K +1,319 New
MFT
1575
Moisand Fitzgerald Tamayo
Florida
$44.1K – – –
61 62
63
64 65