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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
251
Citizens Financial Group
Rhode Island
$2.48M +$1.13M +43,215 +80%
BBW
252
Blue Barn Wealth
Utah
$2.48M +$98.8K +3,780 +4%
FCM
253
Fortis Capital Management
Washington
$2.46M +$77.2K +2,955 +3%
SWM
254
SeaCrest Wealth Management
New York
$2.44M -$280K -10,704 -10%
CHA
255
Carmichael Hill & Associates
Maryland
$2.43M +$19.3K +738 +0.8%
WIC
256
Whitegate Investment Counselors
New Hampshire
$2.42M -$170K -6,522 -6%
SLT
257
St Louis Trust
Missouri
$2.38M
MWM
258
Minot Wealth Management
Massachusetts
$2.38M
SFP
259
Strategic Financial Planning
Texas
$2.37M +$37.3K +1,428 +2%
MIAN
260
Mariner Independent Advisor Network
Kansas
$2.33M +$206K +7,899 +9%
LF
261
LifeSteps Financial
California
$2.3M +$189K +7,215 +9%
AIA
262
Armor Investment Advisors
North Carolina
$2.29M -$120K -4,608 -5%
DCM
263
DeGreen Capital Management
Arizona
$2.27M -$152K -5,805 -6%
HA
264
HC Advisors
Georgia
$2.24M +$110K +4,209 +5%
BWM
265
BCS Wealth Management
Tennessee
$2.23M +$164K +6,267 +8%
CFS
266
CRA Financial Services
New Jersey
$2.23M +$75.2K +2,880 +3%
FC
267
Fulcrum Capital
Washington
$2.23M +$2.28M +87,267 New
JWA
268
JFS Wealth Advisors
Pennsylvania
$2.2M -$85.2K -3,261 -4%
PWA
269
Peterson Wealth Advisors
Utah
$2.2M +$102K +3,885 +5%
WANY
270
Wealthspire Advisors (New York)
New York
$2.16M +$26K +996 +1%
PCMC
271
Private Capital Management (Colorado)
Colorado
$2.15M -$111K -4,236 -5%
CWM
272
Chesapeake Wealth Management
Virginia
$2.13M -$230K -8,805 -10%
VCM
273
Vision Capital Management
Oregon
$2.11M +$6.9K +264 +0.3%
Renaissance Technologies
274
Renaissance Technologies
New York
$2.09M +$400K +15,300 +23%
FC
275
FCA Corp
Texas
$2.09M -$549 -21 -0%