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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1626
High Note Wealth
Minnesota
$12K +$11.7K +354 +35,400%
OCM
1627
Osbon Capital Management
Massachusetts
$11.7K – – –
PWA
1628
Physician Wealth Advisors
Utah
$11.4K – – –
PJC
1629
Phillip James Consulting
Minnesota
$10.5K +$10.3K +310 New
VWM
1630
Valley Wealth Managers
New Jersey
$10.3K – – –
APW
1631
Allied Private Wealth
Florida
$10.3K +$9.94K +300 New
GWS
1632
Greykasell Wealth Strategies
California
$10.2K – – –
TCA
1633
Trifecta Capital Advisors
Illinois
$10.2K – – –
CT
1634
Colonial Trust
South Carolina
$9.58K -$3.08K -93 -25%
OPTFSNA
1635
Old Point Trust & Financial Services N A
Virginia
$9.34K – – –
BDPWM
1636
Barnes Dennig Private Wealth Management
Ohio
$8.66K – – –
FLP
1637
Financial Life Planners
Arizona
$8.51K – – –
CMA
1638
Cedar Mountain Advisors
Oregon
$8.39K – – –
WAG
1639
Wilkerson Advisory Group
Missouri
$7.88K – – –
CSB
1640
City State Bank
Iowa
$7.48K -$5.47K -165 -43%
CI
1641
Cordant Inc
Oregon
$7.45K +$7.29K +220 New
BIM
1642
Breakwater Investment Management
Washington
$7.31K -$1.19K -36 -14%
PWMG
1643
Private Wealth Management Group
New Jersey
$7.17K +$7.03K +212 New
SVWA
1644
Sarver Vrooman Wealth Advisors
Missouri
$6.78K +$6.53K +197 New
SRCM
1645
Signature Resources Capital Management
California
$6.77K +$5.27K +159 +388%
DFC
1646
DB Fitzpatrick & Co
Idaho
$6.33K – – –
BCMIO
1647
Beacon Capital Management Inc (Ohio)
Ohio
$6.23K -$17.2K -518 -74%
BF
1648
BOK Financial
Oklahoma
$6.09K – – –
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$5.96K – – –
SAS
1650
Spurstone Advisory Services
Connecticut
$4.98K +$1.66K +50 +52%
64 65
66
67 68