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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$47.9K -1,830 -1%
SFA
227
Souders Financial Advisors
Ohio
$3.59M +$65.8K +2,514 +2%
IWM
228
IHT Wealth Management
Illinois
$3.58M +$380K +14,511 +12%
VBWMG
229
Von Berge Wealth Management Group
California
$3.57M -$20.2K -771 -0.6%
JCM
230
Jacobi Capital Management
Pennsylvania
$3.55M +$3.58M +136,896 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$3.55M -$526K -20,112 -13%
SPA
232
Sentinel Pension Advisors
Massachusetts
$3.5M -$169K -6,459 -5%
AFO
233
Arrowroot Family Office
California
$3.49M -$206K -7,863 -6%
RWM
234
Reston Wealth Management
Virginia
$3.49M -$59.5K -2,274 -2%
CFG
235
Citizens Financial Group
Rhode Island
$3.48M -$61.7K -2,358 -2%
BWG
236
Balanced Wealth Group
Ohio
$3.48M +$9.81K +375 +0.3%
AF
237
Apollon Financial
South Carolina
$3.44M +$61.1K +2,334 +2%
CHA
238
Carmichael Hill & Associates
Maryland
$3.42M +$135K +5,157 +4%
SF
239
Safeguard Financial
Wisconsin
$3.42M -$155K -5,940 -4%
WFAG
240
Wescott Financial Advisory Group
Pennsylvania
$3.4M -$300K -11,469 -8%
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$3.4M +$2.89M +110,613 +543%
Royal Bank of Canada
242
Royal Bank of Canada
Ontario, Canada
$3.39M -$1.72M -65,709 -33%
PA
243
Pinnacle Associates
New York
$3.29M +$19.5K +747 +0.6%
MG
244
Mather Group
Illinois
$3.28M +$202K +7,719 +7%
PA
245
Pineridge Advisors
Missouri
$3.25M +$3.28M +125,427 New
PSIWM
246
Paradigm Strategies in Wealth Management
Minnesota
$3.24M -$393K -15,039 -11%
PMFA
247
Plante Moran Financial Advisors
Michigan
$3.19M +$48.7K +1,860 +2%
CCM
248
Coldstream Capital Management
Washington
$3.16M -$253K -9,663 -7%
PIAS
249
PCA Investment Advisory Services
Ohio
$3.11M -$25.1K -960 -0.8%
PWM
250
Perigon Wealth Management
California
$3.11M -$6.83K -261 -0.2%