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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
201
Lowery Thomas LLC
California
$4.42M +$484K +30,888 +11%
MA
202
Modus Advisors
Minnesota
$4.37M +$358K +22,832 +8%
SAM
203
Smithbridge Asset Management
Pennsylvania
$4.33M +$540K +34,480 +12%
BWM
204
BerganKDV Wealth Management
Minnesota
$4.3M -$551K -35,172 -10%
IFG
205
Independent Financial Group
California
$4.28M +$985K +62,852 +26%
EH
206
Equitable Holdings
New York
$4.27M +$1.29M +82,216 +37%
RFM
207
Royal Fund Management
Florida
$4.15M -$62.6K -3,996 -1%
DAS
208
Dynamic Advisor Solutions
Arizona
$4.12M -$323K -20,620 -7%
CMP
209
Courage Miller Partners
Virginia
$4M +$117K +7,440 +3%
APA
210
American Portfolios Advisors
New York
$3.96M +$2.17M +138,428 +95%
VC
211
Veery Capital
Delaware
$3.95M +$167K +10,652 +4%
BAM
212
Berkshire Asset Management
Pennsylvania
$3.92M -$797K -50,904 -15%
B
213
Bensler
Washington
$3.89M -$57K -3,640 -1%
MCM
214
MAI Capital Management
Ohio
$3.88M -$340K -21,680 -7%
C
215
Certuity
Florida
$3.85M +$212K +13,564 +5%
RWM
216
Reston Wealth Management
Virginia
$3.84M +$183K +11,656 +4%
IFWM
217
Institute for Wealth Management
Colorado
$3.83M -$34.9K -2,228 -0.8%
PFWA
218
Paces Ferry Wealth Advisors
Georgia
$3.83M +$93.9K +5,992 +2%
CST
219
Charles Schwab Trust
Nevada
$3.66M +$4.11M +262,536 New
SCM
220
Spreng Capital Management
Ohio
$3.64M -$244K -15,560 -6%
GPFA
221
Game Plan Financial Advisors
Ohio
$3.59M -$10.3K -656 -0.3%
HA
222
HC Advisors
Georgia
$3.56M +$105K +6,732 +3%
KFS
223
Kaizen Financial Strategies
California
$3.54M +$235K +15,016 +6%
NYLIM
224
New York Life Investment Management
New York
$3.51M +$615K +39,240 +18%
CFA
225
Cahill Financial Advisors
Minnesota
$3.46M +$111K +7,092 +3%
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