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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
226
Balanced Wealth Group
Ohio
$4.08M +$209 +7 +0%
PWM
227
Perigon Wealth Management
California
$4.02M -$8.73K -293 -0.2%
RCM
228
Richardson Capital Management
Wisconsin
$4M +$2.56K +86 +0.1%
RA
229
Range Advisory
Virginia
$4M +$3.97M +133,088 New
IWM
230
IHT Wealth Management
Illinois
$4M +$483K +16,205 +14%
SF
231
Schaeffer Financial
Maryland
$3.93M -$3.94M -132,217 -50%
RC
232
Roundview Capital
New Jersey
$3.93M +$124K +4,176 +3%
VCM
233
Vivaldi Capital Management
Illinois
$3.92M +$76.3K +2,558 +2%
SLT
234
St Louis Trust
Missouri
$3.9M -$149K -5,000 -4%
CFG
235
Citizens Financial Group
Rhode Island
$3.89M +$14.5K +488 +0.4%
Stifel Financial
236
Stifel Financial
Missouri
$3.84M -$56.5K -1,895 -1%
BBWP
237
Beacon Bridge Wealth Partners
Pennsylvania
$3.78M +$57.7K +1,936 +2%
UBS AM
238
UBS AM
Illinois
$3.78M +$3.74M +125,600 New
AF
239
Apollon Financial
South Carolina
$3.77M -$92K -3,085 -2%
PFT
240
Providence First Trust
Arizona
$3.75M +$1.46M +49,033 +65%
AWA
241
Acorn Wealth Advisors
Michigan
$3.73M -$125K -4,191 -3%
WMG
242
WESCAP Management Group
California
$3.69M -$130K -4,364 -3%
NIM
243
Nicollet Investment Management
Minnesota
$3.68M -$25K -840 -0.7%
LBC
244
Lowe Brockenbrough & Co
Virginia
$3.65M -$158K -5,305 -4%
UAG
245
United Advisor Group
Ohio
$3.61M +$423K +14,185 +13%
MBI
246
May Barnhard Investments
Maryland
$3.58M -$72.6K -2,434 -2%
AWM
247
Apollon Wealth Management
South Carolina
$3.55M -$5.1K -171 -0.1%
DWM
248
Dakota Wealth Management
Florida
$3.51M +$1.99M +66,702 +133%
NP
249
NorthRock Partners
Minnesota
$3.49M +$12.7K +425 +0.4%
PA
250
Pinnacle Associates
New York
$3.47M +$29.2K +978 +0.9%