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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
251
Benjamin F. Edwards & Company
Missouri
$2.85M +$166K +6,633 +6%
AWM
252
AE Wealth Management
Kansas
$2.85M +$2.47M +98,412 +686%
CPIG
253
Chicago Partners Investment Group
Illinois
$2.83M +$985K +39,288 +45%
AMM
254
American Money Management
California
$2.83M +$131K +5,226 +5%
ACWM
255
Adams Chetwood Wealth Management
North Carolina
$2.82M -$419K -16,731 -13%
CA
256
Cetera Advisors
Colorado
$2.81M +$114K +4,545 +4%
LHEI
257
Leo H. Evart Inc
California
$2.81M -$40.5K -1,617 -1%
H
258
HoyleCohen
California
$2.73M +$48.8K +1,947 +2%
Northern Trust
259
Northern Trust
Illinois
$2.69M -$65.2K -2,601 -2%
BWFA
260
Baltimore-Washington Financial Advisors
Maryland
$2.66M +$15.1K +603 New
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$2.65M -$2.16M -86,202 -45%
ISWM
262
Independent Solutions Wealth Management
New York
$2.6M -$55K -2,196 -2%
PMFA
263
Plante Moran Financial Advisors
Michigan
$2.56M +$2.22M +88,410 +696%
JPLA
264
Joseph P. Lucia & Associates
New York
$2.55M -$77.9K -3,108 -3%
PFT
265
Providence First Trust
Arizona
$2.54M
ANTB
266
AMG National Trust Bank
Colorado
$2.48M
CFG
267
Citizens Financial Group
Rhode Island
$2.48M +$13.6K +543 +0.6%
VBWMG
268
Von Berge Wealth Management Group
California
$2.46M +$54.4K +2,172 +2%
LCM
269
Leisure Capital Management
California
$2.45M -$101K -4,014 -4%
CHA
270
Carmichael Hill & Associates
Maryland
$2.44M +$12.7K +507 +0.5%
NWMG
271
National Wealth Management Group
Ohio
$2.44M -$35.6K -1,419 -1%
BAM
272
Belpointe Asset Management
Nevada
$2.42M -$343K -13,698 -13%
MIAN
273
Mariner Independent Advisor Network
Kansas
$2.42M +$403K +16,068 +20%
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$2.38M -$135K -5,373 -5%
JCIA
275
Jackson Creek Investment Advisors
Colorado
$2.38M +$220K +8,760 +10%