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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modern Wealth Management
Kansas
$4.98M -$1.75M -50,978 -27%
SFMG
227
Sage Financial Management Group
Virginia
$4.98M -$28K -814 -0.6%
BWG
228
Balanced Wealth Group
Ohio
$4.93M -$20.1K -583 -0.4%
PWM
229
Perigon Wealth Management
California
$4.93M -$620 -18 -0%
UAG
230
United Advisor Group
Ohio
$4.92M +$74.2K +2,155 +2%
RC
231
Roundview Capital
New Jersey
$4.87M +$12.3K +357 +0.3%
AWM
232
Apollon Wealth Management
South Carolina
$4.86M +$532K +15,469 +13%
ACM
233
Arcataur Capital Management
Wisconsin
$4.86M -$94.6K -2,748 -2%
Stifel Financial
234
Stifel Financial
Missouri
$4.84M +$156K +4,541 +4%
BBWP
235
Beacon Bridge Wealth Partners
Pennsylvania
$4.83M +$161K +4,667 +4%
TPCW
236
TD Private Client Wealth
New York
$4.82M +$1.01M +29,477 +29%
VFS
237
Valpey Financial Services
New Hampshire
$4.79M -$156K -4,528 -3%
AWA
238
Acorn Wealth Advisors
Michigan
$4.77M +$81.6K +2,372 +2%
CFGSD
239
Compass Financial Group (South Dakota)
South Dakota
$4.74M +$900K +26,150 +26%
AF
240
Apollon Financial
South Carolina
$4.74M +$43.1K +1,252 +1%
CFG
241
Citizens Financial Group
Rhode Island
$4.73M +$122K +3,531 +3%
GVAG
242
Great Valley Advisor Group
Delaware
$4.57M -$277K -8,046 -6%
FPCP
243
Fort Point Capital Partners
California
$4.57M -$37K -1,074 -0.9%
WMG
244
WESCAP Management Group
California
$4.44M -$7.33K -213 -0.2%
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
$4.43M +$4.14M +120,265 New
RCM
246
Richardson Capital Management
Wisconsin
$4.35M -$73.7K -2,142 -2%
EH
247
Equitable Holdings
New York
$4.35M +$638K +18,543 +19%
LBC
248
Lowe Brockenbrough & Co
Virginia
$4.34M -$10.4K -303 -0.3%
CWMS
249
CFG Wealth Management Services
Indiana
$4.31M – – –
PFT
250
Providence First Trust
Arizona
$4.27M +$340K +9,868 +9%