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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
226
Thoroughbred Financial Services
Tennessee
$1.37M -$283K -15,462 -14%
AWM
227
Argent Wealth Management
Massachusetts
$1.35M -$193K -10,548 -10%
MIAN
228
Mariner Independent Advisor Network
Kansas
$1.33M -$263K -14,340 -13%
GPFA
229
Game Plan Financial Advisors
Ohio
$1.32M -$22.6K -1,236 -1%
PAMG
230
Patton Albertson Miller Group
Tennessee
$1.32M -$44.7K -2,439 -3%
MCM
231
MAI Capital Management
Ohio
$1.29M -$435K -23,745 -21%
AWM
232
Avior Wealth Management
Nebraska
$1.27M -$317K -17,295 -16%
PWM
233
Perigon Wealth Management
California
$1.27M -$297K -16,224 -16%
FLPIM
234
F.L. Putnam Investment Management
Massachusetts
$1.27M -$387K -21,120 -19%
BWM
235
BCS Wealth Management
Tennessee
$1.27M +$102K +5,559 +7%
SFP
236
Strategic Financial Planning
Texas
$1.25M -$111K -6,060 -6%
FC
237
FCA Corp
Texas
$1.23M +$3.19K +174 +0.2%
CA
238
Clearstead Advisors
Ohio
$1.21M +$1.07M +58,413 +209%
HA
239
Harfst & Associates
Wyoming
$1.19M -$281K -15,327 -15%
CCM
240
Coldstream Capital Management
Washington
$1.16M +$1.13M +61,644 +295%
VA
241
Valmark Advisers
Ohio
$1.16M +$150K +8,166 +11%
AWS
242
AJ Wealth Strategies
New York
$1.15M -$11.4M -621,786 -88%
H
243
HoyleCohen
California
$1.14M -$41.1K -2,247 -3%
Truist Financial
244
Truist Financial
North Carolina
$1.14M +$343K +18,738 +30%
BL
245
BFSG LLC
California
$1.1M +$978K +53,415 +213%
MA
246
MCF Advisors
Kentucky
$1.09M -$3.31M -180,594 -70%
GIA
247
Gladstone Institutional Advisory
Florida
$1.09M +$64.8K +3,537 +5%
BC
248
Burleson & Co
California
$1.08M -$1.62M -88,230 -57%
FBB
249
Fulton Breakefield Broenniman
Maryland
$1.08M -$187K -10,185 -12%
FCM
250
Fortis Capital Management
Washington
$1.07M +$216K +11,769 +18%