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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Souders Financial Advisors
Ohio
$3.79M -$42.6K -1,602 -1%
AWG
227
Altus Wealth Group
Colorado
$3.78M -$492K -18,510 -12%
B
228
Bensler
Washington
$3.75M -$230K -8,658 -6%
CHA
229
Carmichael Hill & Associates
Maryland
$3.73M +$72.3K +2,718 +2%
CFG
230
Citizens Financial Group
Rhode Island
$3.72M +$15.5K +582 +0.4%
Royal Bank of Canada
231
Royal Bank of Canada
Ontario, Canada
$3.7M +$72.2K +2,715 +2%
BWG
232
Balanced Wealth Group
Ohio
$3.69M -$61.9K -2,328 -2%
PA
233
Pineridge Advisors
Missouri
$3.57M +$95.7K +3,597 +3%
LIWM
234
Long Island Wealth Management
New York
$3.57M +$2.67M +100,221 +351%
AF
235
Apollon Financial
South Carolina
$3.55M -$123K -4,641 -3%
PMFA
236
Plante Moran Financial Advisors
Michigan
$3.54M +$127K +4,764 +4%
ACA
237
Atlas Capital Advisors
Wyoming
$3.51M -$1.03M -38,694 -23%
AFO
238
Arrowroot Family Office
California
$3.5M -$216K -8,130 -6%
Lido Advisors
239
Lido Advisors
California
$3.49M -$1.36M -51,102 -29%
SF
240
Safeguard Financial
Wisconsin
$3.45M -$189K -7,098 -5%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$3.44M -$16.5K -621 -0.5%
RC
242
Roundview Capital
New Jersey
$3.44M +$195K +7,347 +6%
NIM
243
Nicollet Investment Management
Minnesota
$3.42M +$100K +3,762 +3%
VBWMG
244
Von Berge Wealth Management Group
California
$3.34M +$5.48M +205,923 +148%
PA
245
Pinnacle Associates
New York
$3.28M +$106K +3,984 +3%
PWM
246
Perigon Wealth Management
California
$3.28M -$40.4K -1,521 -1%
PIAS
247
PCA Investment Advisory Services
Ohio
$3.25M -$66.5K -2,502 -2%
RWP
248
Revolve Wealth Partners
New Jersey
$3.25M -$61.8K -2,325 -2%
MG
249
Mather Group
Illinois
$3.22M -$122K -4,584 -4%
EW
250
Element Wealth
Mississippi
$3.22M -$24.7K -927 -0.8%