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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Apollon Financial
South Carolina
$3.6M -$95K -3,600 -3%
EFG
227
Everhart Financial Group
Ohio
$3.58M +$11.7K +444 +0.3%
VCM
228
Vivaldi Capital Management
Illinois
$3.56M -$10.9K -414 -0.3%
AF
229
Advisornet Financial
Minnesota
$3.47M +$3.11M +117,785 +2,034%
SLT
230
St Louis Trust
Missouri
$3.44M +$310K +11,760 +11%
NIM
231
Nicollet Investment Management
Minnesota
$3.43M -$26K -984 -0.8%
CI
232
CX Institutional
Indiana
$3.41M +$3.13M +118,606 +3,967%
BBWP
233
Beacon Bridge Wealth Partners
Pennsylvania
$3.4M +$66.8K +2,531 +2%
PA
234
Pinnacle Associates
New York
$3.38M -$374K -14,180 -11%
VBWMG
235
Von Berge Wealth Management Group
California
$3.38M +$10.4K +395 +0.3%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$1.26M +47,789 +67%
CP
237
Capital Planning
Washington
$3.34M +$58.1K +2,203 +2%
PSIWM
238
Paradigm Strategies in Wealth Management
Minnesota
$3.3M -$15.2K -578 -0.5%
IWM
239
IHT Wealth Management
Illinois
$3.28M -$212K -8,037 -6%
BSHC
240
Breed's Hill Capital
Massachusetts
$3.26M
Natixis Advisors
241
Natixis Advisors
Massachusetts
$3.25M +$814K +30,863 +36%
MMCM
242
Murphy & Mullick Capital Management
New York
$3.24M +$18.5K +703 +0.6%
MMA
243
Miracle Mile Advisors
California
$3.23M -$156K -5,924 -5%
EW
244
Element Wealth
Mississippi
$3.13M -$64.7K -2,453 -2%
PIAS
245
PCA Investment Advisory Services
Ohio
$3.12M -$3.46K -131 -0.1%
SFA
246
Sequoia Financial Advisors
Ohio
$3.1M +$737K +27,943 +34%
BA
247
Bristlecone Advisors
Washington
$3.09M -$74.6K -2,827 -3%
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$3.05M -$369K -13,978 -11%
VA
249
Valmark Advisers
Ohio
$3.04M -$29.2K -1,108 -1%
RWP
250
Revolve Wealth Partners
New Jersey
$3.03M -$70K -2,653 -2%