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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$7.34M -$1.22M -64,048 -14%
HCM
152
Hengehold Capital Management
Ohio
$7.31M -$62K -3,256 -0.8%
GIA
153
Gladstone Institutional Advisory
Florida
$7.25M -$304K -15,952 -4%
CI
154
Conning Inc
Connecticut
$7.24M +$534K +28,032 +8%
EFG
155
Everhart Financial Group
Ohio
$7.21M -$428K -22,464 -5%
SW
156
Signify Wealth
Missouri
$7.07M +$7.28M +382,136 New
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$7.05M -$21K -1,104 -0.3%
BWM
158
BerganKDV Wealth Management
Minnesota
$6.88M +$45.7K +2,400 +0.6%
PAS
159
Park Avenue Securities
New York
$6.88M +$1.2M +62,824 +20%
5L
160
55I LLC
Massachusetts
$6.84M +$3.86M +202,480 +121%
CCM
161
Coldstream Capital Management
Washington
$6.84M +$904K +47,480 +11%
GSIS
162
Global Strategic Investment Solutions
Arizona
$6.81M +$1.37K +72 +0%
LC
163
LCNB Corp
Ohio
$6.78M -$135K -7,088 -2%
DFA
164
DHJJ Financial Advisors
Illinois
$6.71M +$56.1K +2,944 +0.8%
AI
165
Atria Investments
North Carolina
$6.61M +$2.43M +127,768 +56%
MAM
166
McCarthy Asset Management
California
$6.57M +$133K +6,992 +2%
RRC
167
Relaxing Retirement Coach
Massachusetts
$6.52M -$43K -2,256 -0.6%
AIM
168
AMI Investment Management
Indiana
$6.45M -$184K -9,664 -3%
SBL
169
Sargent Bickham Lagudis
Colorado
$6.41M +$3.99M +209,440 +153%
NRI
170
NFP Retirement Inc
California
$6.39M -$197K -10,344 -3%
SCM
171
Southport Capital Management
Tennessee
$6.29M -$135K -7,104 -2%
RA
172
RFG Advisory
Alabama
$6.29M +$1.22M +63,936 +23%
SS
173
Sunbelt Securities
Texas
$6.27M – – –
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$6.26M -$27.3K -1,432 -0.4%
JIC
175
Johnson Investment Counsel
Ohio
$6.24M +$5.28M +277,288 +463%
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