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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$1.64M -$50.4K -2,694 -3%
BC
227
Bartlett & Co
Ohio
$1.63M -$50.4K -2,694 -3%
YWP
228
YorkBridge Wealth Partners
New York
$1.63M +$70.8K +3,783 +5%
FC
229
FCA Corp
Texas
$1.6M +$17.7K +948 +1%
AFP
230
Ausdal Financial Partners
Iowa
$1.52M +$101K +5,391 +7%
MA
231
MUFG Americas
New York
$1.51M -$54.6K -2,919 -4%
H
232
HoyleCohen
California
$1.51M +$102K +5,445 +7%
FAG
233
Financial Advisory Group
Texas
$1.5M +$70.3K +3,756 +5%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$1.49M -$54.7K -2,922 -4%
AI
235
Atria Investments
North Carolina
$1.49M +$958K +51,201 +169%
AMM
236
American Money Management
California
$1.49M -$4.49K -240 -0.3%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$1.48M -$82.5K -4,410 -5%
EA
238
Evergreen Advisors
Tennessee
$1.47M +$449K +23,985 +45%
GIA
239
Gladstone Institutional Advisory
Florida
$1.44M +$113K +6,021 +9%
3C
240
361 Capital
Colorado
$1.44M +$63.1K +3,372 +5%
SIAS
241
Shine Investment Advisory Services
Colorado
$1.4M -$25.6K -1,368 -2%
CMO
242
Covenant Multifamily Offices
Texas
$1.4M +$1.37M +73,476 New
BAM
243
Belpointe Asset Management
Nevada
$1.37M +$1.35M +72,132 New
MWM
244
Meridian Wealth Management
Kentucky
$1.36M -$130K -6,966 -9%
PAM
245
Peak Asset Management
Colorado
$1.35M +$92.1K +4,923 +7%
GHA
246
GW Henssler & Associates
Georgia
$1.34M +$86.6K +4,629 +7%
HA
247
Harborview Advisors
Maine
$1.33M +$14.8K +792 +1%
PFA
248
Pinnacle Family Advisors
Missouri
$1.29M -$140K -7,506 -10%
GVAG
249
Great Valley Advisor Group
Delaware
$1.29M -$1.76M -93,951 -58%
VA
250
Valmark Advisers
Ohio
$1.25M +$73.7K +3,942 +6%