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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
151
YHB Investment Advisors
Connecticut
$6.05M +$361K +23,792 +7%
AIM
152
AMI Investment Management
Indiana
$5.96M -$59.7K -3,936 -1%
FA
153
Financial Advisors
Massachusetts
$5.96M +$4.74M +312,784 +536%
FVWA
154
Foster Victor Wealth Advisors
South Carolina
$5.95M -$48.8K -3,216 -0.9%
MAS
155
Madden Advisory Services
Florida
$5.94M -$38.5K -2,536 -0.7%
CSPIA
156
Cary Street Partners Investment Advisory
Virginia
$5.9M -$110K -7,248 -2%
RA
157
RFG Advisory
Alabama
$5.87M +$988K +65,152 +22%
GIA
158
Gladstone Institutional Advisory
Florida
$5.79M +$159K +10,488 +3%
RRC
159
Relaxing Retirement Coach
Massachusetts
$5.7M -$5.39M -355,168 -50%
TA
160
TrueWealth Advisors
Alabama
$5.67M +$5.36M +353,192 New
DFA
161
DHJJ Financial Advisors
Illinois
$5.66M +$5.35M +352,728 New
MAM
162
McCarthy Asset Management
California
$5.58M +$5.27M +347,768 New
MAS
163
Managed Account Services
Florida
$5.49M -$179K -11,808 -3%
MA
164
Mutual Advisors
Nebraska
$5.44M +$373K +24,600 +8%
GPFA
165
Game Plan Financial Advisors
Ohio
$5.34M +$636K +41,968 +14%
SWM
166
Sculati Wealth Management
Michigan
$5.34M -$3.03K -200 -0.1%
SS
167
Sunbelt Securities
Texas
$5.3M +$1.3M +85,976 +35%
LFA
168
Lighthouse Financial Advisors
Maryland
$5.2M +$4.92M +324,200 New
SFG
169
Sage Financial Group
Pennsylvania
$5.19M +$98K +6,464 +2%
SWM
170
SeaCrest Wealth Management
New York
$5.17M -$222K -14,632 -4%
RFA
171
Reilly Financial Advisors
California
$5.06M -$33K -2,176 -0.7%
FPFS
172
First Personal Financial Services
North Carolina
$5.03M -$213K -14,072 -4%
RWM
173
Reston Wealth Management
Virginia
$4.95M +$41.7K +2,752 +0.9%
AF
174
Advisornet Financial
Minnesota
$4.94M +$557K +36,728 +14%
SPI
175
Santori & Peters Inc
Pennsylvania
$4.92M +$168K +11,064 +4%
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