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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAF
226
Smith Anglin Financial
Texas
$3.11M -$159K -7,254 -5%
AI
227
Atria Investments
North Carolina
$3.09M -$9.73K -444 -0.3%
CFG
228
Citizens Financial Group
Rhode Island
$3.05M +$901K +41,121 +42%
RC
229
Roundview Capital
New Jersey
$3.05M +$61.6K +2,811 +2%
SWM
230
Southern Wealth Management
Texas
$3.04M -$118K -5,382 -4%
PSIWM
231
Paradigm Strategies in Wealth Management
Minnesota
$3.03M -$13.2K -600 -0.4%
MAS
232
Madden Advisory Services
Florida
$3.03M +$67.4K +3,075 +2%
MG
233
Mather Group
Illinois
$2.92M +$27K +1,233 +0.9%
CCFM
234
Clear Creek Financial Management
Washington
$2.92M -$1.08M -49,092 -27%
TRCT
235
Tower Research Capital (TRC)
New York
$2.82M +$1.66M +75,567 +142%
H
236
HoyleCohen
California
$2.78M +$389K +17,769 +16%
BBW
237
Blue Barn Wealth
Utah
$2.78M +$77.8K +3,552 +3%
ISWM
238
Independent Solutions Wealth Management
New York
$2.76M +$382K +17,418 +16%
PWM
239
Perigon Wealth Management
California
$2.72M +$6.64K +303 +0.2%
PAG
240
Powers Advisory Group
Illinois
$2.71M -$4.47K -204 -0.2%
OFG
241
Orcam Financial Group
California
$2.7M -$14.9K -681 -0.5%
AWM
242
Apollon Wealth Management
South Carolina
$2.69M -$75.1K -3,426 -3%
FC
243
Forte Capital
New York
$2.66M +$7.56K +345 +0.3%
EW
244
Element Wealth
Mississippi
$2.66M -$33.6K -1,533 -1%
DAS
245
Dynamic Advisor Solutions
Arizona
$2.65M +$1.85M +84,546 +230%
CHA
246
Carmichael Hill & Associates
Maryland
$2.58M +$25.4K +1,158 +1%
BA
247
Bristlecone Advisors
Washington
$2.56M +$38.7K +1,764 +2%
ACA
248
Atlas Capital Advisors
Wyoming
$2.56M +$122K +5,583 +5%
SPP
249
Single Point Partners
Massachusetts
$2.55M +$986 +45 +0%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$2.53M +$218K +9,933 +9%