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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
1601
Noble Wealth Management PBC
Colorado
$17.9K +$33 +1 +0.2%
JFG
1602
JDM Financial Group
Texas
$17.3K – – –
Q1WB
1603
Quest 10 Wealth Builders
Virginia
$17K +$16.7K +503 New
BBHC
1604
Brown Brothers Harriman & Co
New York
$17K – – –
OC
1605
Oakworth Capital
Alabama
$16.5K – – –
NFSG
1606
Newbridge Financial Services Group
Florida
$16.4K +$1.79K +54 +13%
CAM
1607
Chesapeake Asset Management
New York
$16.2K – – –
MAM
1608
Morse Asset Management
Connecticut
$15.8K – – –
HIA
1609
Harbor Investment Advisory
Maryland
$15.6K – – –
TVWM
1610
Tower View Wealth Management
Wisconsin
$14.6K +$14.2K +430 New
1L
1611
10Elms LLP
Oklahoma
$13.3K – – –
PCA
1612
Providence Capital Advisors
North Carolina
$12.7K – – –
CW
1613
CrossGen Wealth
North Carolina
$12.2K +$11.9K +360 New
HNW
1614
High Note Wealth
Minnesota
$12K +$11.7K +354 +35,400%
OCM
1615
Osbon Capital Management
Massachusetts
$11.7K – – –
PWA
1616
Physician Wealth Advisors
Utah
$11.4K – – –
PJC
1617
Phillip James Consulting
Minnesota
$10.5K +$10.3K +310 New
VWM
1618
Valley Wealth Managers
New Jersey
$10.3K – – –
APW
1619
Allied Private Wealth
Florida
$10.3K +$9.94K +300 New
GWS
1620
Greykasell Wealth Strategies
California
$10.2K – – –
TCA
1621
Trifecta Capital Advisors
Illinois
$10.2K – – –
CT
1622
Colonial Trust
South Carolina
$9.58K -$3.08K -93 -25%
OPTFSNA
1623
Old Point Trust & Financial Services N A
Virginia
$9.34K – – –
BDPWM
1624
Barnes Dennig Private Wealth Management
Ohio
$8.66K – – –
FLP
1625
Financial Life Planners
Arizona
$8.51K – – –
63 64
65
66 67