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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
151
Perigon Wealth Management
California
$29.3M +$505K +15,228 +2%
KNFPWM
152
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$29.2M +$555K +16,753 +2%
CWM
153
Carolina Wealth Management
North Carolina
$29.1M +$28.5M +861,164 New
KWA
154
Kingswood Wealth Advisors
California
$28.2M -$75.8K -2,286 -0.3%
SF
155
Steffes Financial
Kansas
$28.2M +$507K +15,312 +2%
BCM
156
Brookstone Capital Management
Illinois
$28.1M +$19.2M +579,964 +232%
CP
157
Capital Planning
Washington
$28M -$2.58M -77,908 -9%
UW
158
Unique Wealth
Florida
$28M -$3.52M -106,201 -11%
SFA
159
Souders Financial Advisors
Ohio
$27.7M +$4.37M +131,870 +19%
HFS
160
Howard Financial Services
Texas
$27.6M +$3.44M +103,718 +15%
MWM
161
MOR Wealth Management
Pennsylvania
$27M -$2.3M -69,337 -8%
PA
162
Persium Advisors
Georgia
$26.8M -$667K -20,127 -2%
SW
163
SkyOak Wealth
Michigan
$26.6M +$857K +25,858 +3%
DI
164
DAGCO Inc
Ohio
$26.4M +$1.5M +45,261 +6%
DP
165
Denver PWM
Colorado
$26.4M -$160K -4,827 -0.7%
EH
166
Equitable Holdings
New York
$26.3M +$1.68M +50,794 +7%
FF
167
Friday Financial
Iowa
$26M +$4.2M +126,739 +20%
EFG
168
Ethos Financial Group
Pennsylvania
$25.8M -$2.95M -88,927 -10%
SCM
169
Spreng Capital Management
Ohio
$25.5M +$165K +4,969 +0.7%
SWA
170
Stratos Wealth Advisors
Ohio
$25.4M -$293K -8,831 -1%
LTL
171
Lowery Thomas LLC
California
$25M +$157K +4,743 +0.6%
WCM
172
Weaver Capital Management
Georgia
$24.9M – – –
HI
173
Harbour Investments
Wisconsin
$24.9M +$1.01M +30,544 +4%
SF
174
Seek First
California
$24.6M -$131K -3,941 -0.5%
HG
175
Harbor Group
New Hampshire
$24.6M -$176K -5,322 -0.7%
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