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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Strategic Financial Planning
Texas
$1.9M +$1.84M +94,803 New
KIA
252
KCM Investment Advisors
California
$1.9M +$89.3K +4,611 +5%
CCWA
253
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.85M -$288K -14,895 -14%
BC
254
Barnett & Company
Tennessee
$1.82M -$50.8K -2,625 -3%
3C
255
361 Capital
Colorado
$1.82M +$301K +15,561 +21%
MAS
256
Madden Advisory Services
Florida
$1.81M -$1.13M -58,368 -33%
AFP
257
Ausdal Financial Partners
Iowa
$1.8M +$192K +9,909 +12%
LWM
258
Lionsbridge Wealth Management
Florida
$1.77M +$1.71M +88,398 New
FBB
259
Fulton Breakefield Broenniman
Maryland
$1.75M +$9.99K +516 +0.6%
FC
260
FCA Corp
Texas
$1.74M +$13.2K +681 +0.8%
BWM
261
BCS Wealth Management
Tennessee
$1.7M +$1.64M +84,528 New
FPCG
262
Fort Pitt Capital Group
Pennsylvania
$1.68M +$909K +46,923 +128%
H
263
HoyleCohen
California
$1.68M +$24.2K +1,248 +2%
SWA
264
Sutton Wealth Advisors
Florida
$1.68M +$547K +28,266 +51%
CF
265
Centaurus Financial
California
$1.66M +$297K +15,318 +23%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$1.61M -$75.1K -3,879 -5%
BAM
267
Belpointe Asset Management
Nevada
$1.57M +$871 +45 +0.1%
JMPWA
268
JP Morgan Private Wealth Advisors
California
$1.55M -$66.6K -3,441 -4%
EA
269
Evergreen Advisors
Tennessee
$1.55M +$639 +33 +0%
CMO
270
Covenant Multifamily Offices
Texas
$1.54M -$6.85K -354 -0.5%
Stifel Financial
271
Stifel Financial
Missouri
$1.53M +$646K +33,342 +78%
BC
272
Brio Consultants
California
$1.5M -$1.64M -84,651 -53%
HA
273
HC Advisors
Georgia
$1.49M +$1.44M +74,508 New
CWP
274
Capital Wealth Planning
Florida
$1.49M -$45K -2,325 -3%
VA
275
Valmark Advisers
Ohio
$1.48M +$66.3K +3,426 +5%