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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
151
Denver PWM
Colorado
$25.3M -$10.5M -338,249 -31%
MWM
152
MOR Wealth Management
Pennsylvania
$25.2M +$62K +1,995 +0.2%
EFG
153
Ethos Financial Group
Pennsylvania
$25.2M -$266K -8,558 -1%
WCM
154
Weaver Capital Management
Georgia
$24.9M -$334K -10,730 -1%
PWM
155
Perigon Wealth Management
California
$24.8M -$30.5K -981 -0.1%
DCM
156
Donaldson Capital Management
Indiana
$24.7M +$4.77M +153,341 +22%
KNFPWM
157
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$24.6M +$464K +14,941 +2%
KWA
158
Kingswood Wealth Advisors
California
$24.3M -$5.5M -176,800 -17%
KWM
159
KRM Wealth Management
Nevada
$24.2M +$1.22M +39,183 +5%
SF
160
Steffes Financial
Kansas
$23.8M +$2.32M +74,634 +10%
EH
161
Equitable Holdings
New York
$23.7M +$2.73M +87,802 +14%
PA
162
Persium Advisors
Georgia
$23.6M +$768K +24,715 +3%
FFA
163
Farther Finance Advisors
California
$22.3M +$2.78M +89,488 +13%
SW
164
SkyOak Wealth
Michigan
$22.2M +$966K +31,081 +4%
SWA
165
Stratos Wealth Advisors
Ohio
$22.1M +$879K +28,269 +4%
NFG
166
Northeast Financial Group
Pennsylvania
$21.9M +$546K +17,573 +2%
WA
167
WBH Advisory
Maryland
$21.8M -$2.74M -88,208 -11%
SCM
168
Spreng Capital Management
Ohio
$21.8M -$8.19M -263,541 -26%
IAA
169
Independent Advisor Alliance
North Carolina
$21.8M +$17.6M +566,148 +313%
SS
170
Sunbelt Securities
Texas
$21.7M +$545K +17,532 +2%
DI
171
DAGCO Inc
Ohio
$21.4M +$909K +29,241 +4%
LTL
172
Lowery Thomas LLC
California
$21.3M +$679K +21,853 +3%
SF
173
Seek First
California
$21.3M +$875K +28,140 +4%
HG
174
Harbor Group
New Hampshire
$21.3M -$190K -6,101 -0.8%
MA
175
Mutual Advisors
Nebraska
$21M +$201K +6,464 +0.9%
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