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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
226
Ulland Investment Advisors
Minnesota
$2.6M -$114K -5,100 -4%
CFA
227
Cahill Financial Advisors
Minnesota
$2.56M +$29.9K +1,341 +1%
AWM
228
Apollon Wealth Management
South Carolina
$2.55M +$39.1K +1,752 +1%
MIAN
229
Mariner Independent Advisor Network
Kansas
$2.53M +$353K +15,822 +14%
PWM
230
Perigon Wealth Management
California
$2.51M -$90.3K -4,047 -3%
AWG
231
Altus Wealth Group
Colorado
$2.51M
OFG
232
Orcam Financial Group
California
$2.5M +$4.48K +201 +0.2%
PAG
233
Powers Advisory Group
Illinois
$2.5M +$137K +6,129 +5%
BBW
234
Blue Barn Wealth
Utah
$2.49M +$112K +5,034 +4%
EW
235
Element Wealth
Mississippi
$2.49M +$1.87K +84 +0.1%
FC
236
Forte Capital
New York
$2.45M -$83.5K -3,744 -3%
CHA
237
Carmichael Hill & Associates
Maryland
$2.36M +$385K +17,277 +17%
SPP
238
Single Point Partners
Massachusetts
$2.35M +$1.2M +53,589 +85%
CAG
239
Compass Advisory Group
New York
$2.33M +$1.91M +85,515 +287%
BA
240
Bristlecone Advisors
Washington
$2.32M -$18.4K -825 -0.7%
Northern Trust
241
Northern Trust
Illinois
$2.31M +$306K +13,698 +14%
ACA
242
Atlas Capital Advisors
Wyoming
$2.24M
TWM
243
Tradition Wealth Management
Minnesota
$2.23M -$75.5K -3,384 -3%
H
244
HoyleCohen
California
$2.21M -$86.3K -3,870 -3%
ISWM
245
Independent Solutions Wealth Management
New York
$2.19M +$151K +6,780 +7%
GPFA
246
Game Plan Financial Advisors
Ohio
$2.17M -$137K -6,129 -5%
RWA
247
River Wealth Advisors
Pennsylvania
$2.15M -$63.7K -2,856 -3%
WANY
248
Wealthspire Advisors (New York)
New York
$2.15M +$26.5K +1,188 +1%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$2.14M -$221K -9,915 -9%
AWC
250
Adamsbrown Wealth Consultants
Kansas
$2.11M -$5.58M -250,029 -70%