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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
201
Harbour Investments
Wisconsin
$15M -$2.69M -98,226 -15%
MWA
202
Martel Wealth Advisors
Washington
$14.9M -$174K -6,362 -1%
SL
203
Systelligence LLC
Minnesota
$14.8M +$306K +11,197 +2%
LC
204
LCNB Corp
Ohio
$14.7M -$19.7K -722 -0.1%
RW
205
Regimen Wealth
Georgia
$14.7M -$1.44M -52,576 -9%
PWM
206
Prosperity Wealth Management
California
$14.7M +$2.18M +79,673 +18%
CCM
207
Ciovacco Capital Management
Georgia
$14.6M +$2.93M +107,213 +26%
VCA
208
Verdence Capital Advisors
Maryland
$14.6M +$1.29M +47,012 +10%
PCM
209
Payne Capital Management
New York
$14.4M +$14.1M +516,513 New
SFG
210
Sage Financial Group
Pennsylvania
$14.3M -$798K -29,189 -5%
SWM
211
SeaCrest Wealth Management
New York
$14.2M +$277K +10,111 +2%
IWP
212
Invenio Wealth Partners
Florida
$14.2M +$1.29M +47,179 +10%
KFS
213
Kaizen Financial Strategies
California
$14.1M -$44.3K -1,621 -0.3%
NA
214
NewEdge Advisors
Louisiana
$14M +$2.61M +95,427 +23%
SFWC
215
Strategic Family Wealth Counselors
New Jersey
$13.9M +$37.4K +1,367 +0.3%
SFA
216
Sequoia Financial Advisors
Ohio
$13.8M -$385K -14,091 -3%
BWL
217
Bogart Wealth LLC
Virginia
$13.7M -$11K -404 -0.1%
CNWM
218
Clay Northam Wealth Management
California
$13.6M -$108K -3,937 -0.8%
FF
219
Friday Financial
Iowa
$13.5M +$13.3M +485,738 New
YIA
220
YHB Investment Advisors
Connecticut
$13.5M -$601K -21,959 -4%
EH
221
Equitable Holdings
New York
$13.4M +$1.24M +45,291 +10%
UWM
222
USAdvisors Wealth Management
Minnesota
$13.4M +$592K +21,639 +5%
RWP
223
Revolve Wealth Partners
New Jersey
$13.4M -$174K -6,376 -1%
KA
224
Kovack Advisors
Florida
$13.3M -$564K -20,606 -4%
SF
225
Schaeffer Financial
Maryland
$13.1M -$328 -12 -0%
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