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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
201
Strategic Family Wealth Counselors
New Jersey
$9.75M +$390K +20,140 +4%
SF
202
Safeguard Financial
Wisconsin
$9.71M +$246K +12,700 +3%
GM
203
GeoWealth Management
Illinois
$9.68M +$8.51M +439,840 +1,635%
GGI
204
GPM Growth Investors
Michigan
$9.62M -$275K -14,240 -3%
AI
205
Atria Investments
North Carolina
$9.51M +$3.29M +170,336 +59%
KFS
206
Kaizen Financial Strategies
California
$9.49M -$59.1K -3,056 -0.7%
PIP
207
Peachtree Investment Partners
Florida
$9.42M +$3.9M +201,440 +80%
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$9.34M -$775K -40,060 -8%
HI
209
Harbour Investments
Wisconsin
$9.23M +$930K +48,072 +12%
SA
210
Skyline Advisors
Washington
$9.18M +$8.56M +442,424 New
ASI
211
Advisory Services & Investments
Oregon
$9.1M +$47.4K +2,448 +0.6%
CKAIS
212
Christensen King & Associates Investment Services
Washington
$9.04M +$8.43M +436,000 New
CCM
213
Coldstream Capital Management
Washington
$8.96M -$78.7K -4,068 -0.9%
FWP
214
FAS Wealth Partners
Kansas
$8.89M -$427K -22,088 -5%
IWM
215
IHT Wealth Management
Illinois
$8.72M +$240K +12,384 +3%
SWM
216
SeaCrest Wealth Management
New York
$8.56M -$639K -33,020 -7%
YIA
217
YHB Investment Advisors
Connecticut
$8.54M +$331K +17,096 +4%
RA
218
RFG Advisory
Alabama
$8.53M +$428K +22,112 +6%
CPA
219
Clear Point Advisors
New York
$8.49M +$7.91M +408,712 New
CI
220
Conning Inc
Connecticut
$8.44M – – –
PWM
221
Prosperity Wealth Management
California
$8.38M -$216K -11,164 -3%
TWP
222
Total Wealth Planning
Ohio
$8.14M -$641K -33,132 -8%
EE
223
EWG Elevate
California
$8.03M +$452K +23,352 +6%
IAN
224
Integrated Advisors Network
Texas
$8.03M +$263K +13,584 +4%
JIC
225
Johnson Investment Counsel
Ohio
$7.96M +$530K +27,396 +8%
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