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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Powers Advisory Group
Illinois
$3.93M +$85.9K +3,369 +2%
ACA
227
Atlas Capital Advisors
Wyoming
$3.9M +$483K +18,921 +15%
MAS
228
Madden Advisory Services
Florida
$3.89M +$44.8K +1,755 +1%
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$3.88M +$22.3K +876 +0.6%
AFO
230
Arrowroot Family Office
California
$3.87M -$21.7K -852 -0.6%
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$3.87M -$616K -24,165 -15%
GPFA
232
Game Plan Financial Advisors
Ohio
$3.87M +$2.83K +111 +0.1%
SPA
233
Sentinel Pension Advisors
Massachusetts
$3.83M -$3.33M -130,365 -48%
PSIWM
234
Paradigm Strategies in Wealth Management
Minnesota
$3.8M -$34.7K -1,362 -1%
VBWMG
235
Von Berge Wealth Management Group
California
$3.79M +$521K +20,412 +17%
MA
236
Mutual Advisors
Nebraska
$3.78M -$547K -21,444 -13%
SF
237
Safeguard Financial
Wisconsin
$3.74M -$357K -13,989 -9%
BBW
238
Blue Barn Wealth
Utah
$3.71M -$49.4K -1,935 -1%
RWM
239
Reston Wealth Management
Virginia
$3.71M +$230 +9 +0%
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$3.71M -$205K -8,046 -5%
CFG
241
Citizens Financial Group
Rhode Island
$3.7M -$65.6K -2,571 -2%
SFA
242
Souders Financial Advisors
Ohio
$3.69M +$18.2K +714 +0.5%
JJBC
243
James J. Burns & Company
New York
$3.69M -$2.16M -84,612 -38%
Citadel Advisors
244
Citadel Advisors
Florida
$3.68M +$2.11M +82,635 +156%
SPP
245
Single Point Partners
Massachusetts
$3.6M -$24.6K -966 -0.7%
BWG
246
Balanced Wealth Group
Ohio
$3.6M +$532K +20,844 +18%
CCM
247
Coldstream Capital Management
Washington
$3.57M -$322K -12,633 -9%
AF
248
Apollon Financial
South Carolina
$3.54M -$34.1K -1,335 -1%
CHA
249
Carmichael Hill & Associates
Maryland
$3.44M -$9.18K -360 -0.3%
PA
250
Pinnacle Associates
New York
$3.42M -$121K -4,731 -4%