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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$3.78M +$295K +10,368 +8%
SFA
227
Souders Financial Advisors
Ohio
$3.77M -$19.7K -692 -0.5%
CFG
228
Citizens Financial Group
Rhode Island
$3.74M +$15.2K +535 +0.4%
MMA
229
Miracle Mile Advisors
California
$3.74M -$2.12M -74,242 -36%
ACA
230
Atlas Capital Advisors
Wyoming
$3.69M +$186K +6,541 +5%
FVWA
231
Foster Victor Wealth Advisors
South Carolina
$3.67M -$290K -10,189 -7%
AF
232
Apollon Financial
South Carolina
$3.67M +$120K +4,210 +3%
NA
233
NewEdge Advisors
Louisiana
$3.65M -$416K -14,611 -10%
ISWM
234
Independent Solutions Wealth Management
New York
$3.65M -$275K -9,660 -7%
AWG
235
Altus Wealth Group
Colorado
$3.64M -$143K -5,018 -4%
VCM
236
Vivaldi Capital Management
Illinois
$3.61M +$270K +9,492 +8%
EFG
237
Everhart Financial Group
Ohio
$3.54M -$546K -19,166 -13%
CCM
238
Colorado Capital Management
Colorado
$3.52M -$1.93M -67,646 -35%
Stifel Financial
239
Stifel Financial
Missouri
$3.49M +$601K +21,087 +20%
PMFA
240
Plante Moran Financial Advisors
Michigan
$3.48M -$56.4K -1,979 -2%
RC
241
Roundview Capital
New Jersey
$3.48M +$39K +1,367 +1%
NIM
242
Nicollet Investment Management
Minnesota
$3.47M +$46.6K +1,635 +1%
FPCP
243
Fort Point Capital Partners
California
$3.46M +$2.82M +99,048 +384%
B
244
Bensler
Washington
$3.42M -$337K -11,819 -9%
PWM
245
Perigon Wealth Management
California
$3.38M -$16.1K -564 -0.5%
VBWMG
246
Von Berge Wealth Management Group
California
$3.37M -$6.54M -229,404 -67%
CCWA
247
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.36M -$1.08M -37,879 -24%
PSIWM
248
Paradigm Strategies in Wealth Management
Minnesota
$3.33M -$111K -3,895 -3%
AAS
249
Ameritas Advisory Services
Nebraska
$3.28M +$1.15M +40,320 +52%
MHC
250
May Hill Capital
Massachusetts
$3.27M +$3.36M +118,028 New