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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
226
Patton Albertson Miller Group
Tennessee
$1.6M -$70.1K -3,783 -4%
PWA
227
Peterson Wealth Advisors
Utah
$1.58M -$3.72K -201 -0.2%
VWA
228
Visionary Wealth Advisors
Illinois
$1.57M -$4.85M -261,780 -75%
IWP
229
IAG Wealth Partners
Wisconsin
$1.57M -$148K -7,965 -9%
KFC
230
Klingenstein Fields & Co
New York
$1.55M +$1.56M +84,066 New
AMM
231
American Money Management
California
$1.53M -$22.6K -1,221 -1%
H
232
HoyleCohen
California
$1.53M -$3.33K -180 -0.2%
AIC
233
Ameritas Investment Company
Nebraska
$1.52M – – –
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$1.52M -$1.89M -101,919 -55%
AIA
235
Armor Investment Advisors
North Carolina
$1.51M +$95.3K +5,142 +7%
FC
236
FCA Corp
Texas
$1.49M -$19.1K -1,029 -1%
SFP
237
Strategic Financial Planning
Texas
$1.47M +$35.6K +1,923 +2%
SWA
238
Sutton Wealth Advisors
Florida
$1.44M +$34.1K +1,839 +2%
SFA
239
Souders Financial Advisors
Ohio
$1.44M -$35.2K -1,902 -3%
HA
240
HC Advisors
Georgia
$1.43M -$60.3K -3,255 -4%
MIAN
241
Mariner Independent Advisor Network
Kansas
$1.42M +$75.5K +4,077 +6%
CAG
242
Curtis Advisory Group
California
$1.41M +$35.5K +1,914 +3%
BL
243
BFSG LLC
California
$1.4M -$21.6K -1,164 -2%
HA
244
Harborview Advisors
Maine
$1.36M +$69.4K +3,744 +5%
KIA
245
KCM Investment Advisors
California
$1.36M -$916K -49,470 -40%
CA
246
Clearstead Advisors
Ohio
$1.35M -$32.7K -1,767 -2%
IF
247
Ironwood Financial
Arizona
$1.35M +$3.61K +195 +0.3%
FBB
248
Fulton Breakefield Broenniman
Maryland
$1.34M +$8.39K +453 +0.6%
AWM
249
Avior Wealth Management
Nebraska
$1.34M -$56.7K -3,060 -4%
PA
250
Planning Alternatives
Michigan
$1.32M -$2.14M -115,401 -62%