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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Meridian Wealth Management
Kentucky
$9.06M +$326K +19,044 +4%
PIP
177
Peachtree Investment Partners
Florida
$9.06M +$4.81M +280,324 +138%
MMA
178
Miracle Mile Advisors
California
$8.99M -$4.06M -236,644 -33%
FWA
179
FSC Wealth Advisors
New York
$8.99M +$8.21M +478,720 +59,248%
AF
180
Apexium Financial
Texas
$8.9M +$306K +17,856 +4%
BP
181
Broadleaf Partners
Ohio
$8.88M -$28.9K -1,684 -0.4%
FWP
182
FAS Wealth Partners
Kansas
$8.85M -$1.34M -78,220 -14%
RC
183
Rovin Capital
Arizona
$8.84M +$1.65M +96,156 +26%
CSIA
184
Charles Schwab Investment Advisory
California
$8.78M -$1.16M -67,516 -13%
SF
185
Safeguard Financial
Wisconsin
$8.75M -$137K -8,016 -2%
CCM
186
Coldstream Capital Management
Washington
$8.73M -$518K -30,188 -6%
PWM
187
Prosperity Wealth Management
California
$8.72M +$2.81M +164,012 +54%
LHEI
188
Leo H. Evart Inc
California
$8.53M -$80.8K -4,712 -1%
TWP
189
Total Wealth Planning
Ohio
$8.53M -$1.34M -77,932 -15%
SFWC
190
Strategic Family Wealth Counselors
New Jersey
$8.4M +$10.1K +588 +0.1%
CA
191
Claro Advisors
Massachusetts
$8.33M +$4.24M +247,232 +125%
SWM
192
SeaCrest Wealth Management
New York
$8.22M +$490K +28,596 +7%
ASI
193
Advisory Services & Investments
Oregon
$8.12M +$459K +26,744 +7%
SCP
194
Shorepoint Capital Partners
Massachusetts
$7.9M -$415K -24,212 -5%
LTL
195
Lowery Thomas LLC
California
$7.8M +$132K +7,708 +2%
WCA
196
Waypoint Capital Advisors
Minnesota
$7.72M -$175K -10,196 -2%
FVWA
197
Foster Victor Wealth Advisors
South Carolina
$7.59M -$534K -31,132 -7%
YIA
198
YHB Investment Advisors
Connecticut
$7.56M +$45.5K +2,652 +0.7%
ACA
199
Affinity Capital Advisors
California
$7.45M -$323K -18,856 -5%
AWS
200
Atria Wealth Solutions
New York
$7.25M -$1.47M -85,952 -18%
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