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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Lathrop Investment Management
Arkansas
$4.25M -$342K -10,742 -7%
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$4.24M -$18K -565 -0.4%
CW
228
Code Waechter
Florida
$4.23M -$169K -5,321 -4%
SFMG
229
Sage Financial Management Group
Virginia
$4.2M -$38.1K -1,198 -0.9%
ACM
230
Arcataur Capital Management
Wisconsin
$4.17M -$48.7K -1,528 -1%
VFS
231
Valpey Financial Services
New Hampshire
$4.16M -$191K -5,995 -4%
BWG
232
Balanced Wealth Group
Ohio
$4.16M -$78.2K -2,456 -2%
PWM
233
Perigon Wealth Management
California
$4.14M +$5.22K +164 +0.1%
SF
234
Schaeffer Financial
Maryland
$4.14M +$94.3K +2,962 +2%
GVAG
235
Great Valley Advisor Group
Delaware
$4.09M -$178K -5,594 -4%
VCM
236
Vivaldi Capital Management
Illinois
$4.08M +$43.7K +1,373 +1%
RC
237
Roundview Capital
New Jersey
$4.08M +$32.3K +1,014 +0.8%
IWM
238
IHT Wealth Management
Illinois
$4.07M -$49.6K -1,559 -1%
UAG
239
United Advisor Group
Ohio
$4.07M +$355K +11,156 +9%
AF
240
Apollon Financial
South Carolina
$3.94M +$59.7K +1,874 +1%
AWA
241
Acorn Wealth Advisors
Michigan
$3.94M +$102K +3,210 +3%
Stifel Financial
242
Stifel Financial
Missouri
$3.93M -$28.3K -890 -0.7%
BBWP
243
Beacon Bridge Wealth Partners
Pennsylvania
$3.91M +$26.3K +827 +0.7%
FPCP
244
Fort Point Capital Partners
California
$3.87M +$1.33M +41,901 +50%
CFG
245
Citizens Financial Group
Rhode Island
$3.86M -$147K -4,612 -4%
SLT
246
St Louis Trust
Missouri
$3.79M -$232K -7,282 -6%
WMG
247
WESCAP Management Group
California
$3.74M -$59K -1,852 -2%
RCM
248
Richardson Capital Management
Wisconsin
$3.72M -$416K -13,056 -10%
MBI
249
May Barnhard Investments
Maryland
$3.67M -$23.3K -733 -0.6%
LBC
250
Lowe Brockenbrough & Co
Virginia
$3.65M -$106K -3,341 -3%