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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$6.76M +$915K +57,220 +14%
RDIA
152
RE Dickinson Investment Advisors
Iowa
$6.73M +$541K +33,820 +8%
SS
153
Sunbelt Securities
Texas
$6.72M +$409K +25,588 +6%
AWS
154
AJ Wealth Strategies
New York
$6.67M -$7.84M -490,524 -52%
BAM
155
Belpointe Asset Management
Nevada
$6.63M +$5.72M +357,576 +360%
NDSI
156
Newman Dignan & Sheerar Inc
Rhode Island
$6.61M -$355K -22,184 -5%
SAMC
157
Spectrum Asset Management (California)
California
$6.58M -$620K -38,796 -8%
NFG
158
Northeast Financial Group
Pennsylvania
$6.53M -$3.09M -193,292 -30%
LBC
159
Lowe Brockenbrough & Co
Virginia
$6.51M -$2.39M -149,368 -25%
AWM
160
AE Wealth Management
Kansas
$6.51M +$845K +52,888 +13%
ACA
161
Affinity Capital Advisors
California
$6.43M +$488K +30,504 +7%
NRI
162
NFP Retirement Inc
California
$6.18M +$753K +47,088 +12%
LC
163
LCNB Corp
Ohio
$6.09M -$58.1K -3,636 -0.9%
BC
164
Burleson & Co
California
$6.08M +$1.01M +63,260 +18%
OCM
165
One Capital Management
California
$6.07M -$155K -9,672 -2%
HGWM
166
Harvest Group Wealth Management
Massachusetts
$6.01M -$760K -47,552 -11%
CI
167
Conning Inc
Connecticut
$5.96M – – –
SB
168
Strategic Blueprint
Georgia
$5.92M +$2.23M +139,516 +52%
EFG
169
Everhart Financial Group
Ohio
$5.86M +$72.3K +4,524 +1%
IWC
170
Integrated Wealth Concepts
Massachusetts
$5.69M +$1.82M +113,968 +41%
BP
171
Broadleaf Partners
Ohio
$5.6M +$3.61M +225,740 +141%
DFA
172
DHJJ Financial Advisors
Illinois
$5.55M +$241K +15,060 +4%
CA
173
Cetera Advisors
Colorado
$5.49M +$174K +10,860 +3%
SWM
174
SeaCrest Wealth Management
New York
$5.42M +$111K +6,956 +2%
MAM
175
McCarthy Asset Management
California
$5.26M -$319K -19,936 -5%
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