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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
251
Ulland Investment Advisors
Minnesota
$2.48M -$336K -15,315 -12%
Northern Trust
252
Northern Trust
Illinois
$2.47M -$35K -1,599 -1%
CAG
253
Compass Advisory Group
New York
$2.44M -$233K -10,650 -9%
SFA
254
Souders Financial Advisors
Ohio
$2.42M +$133K +6,060 +6%
YWP
255
YorkBridge Wealth Partners
New York
$2.42M +$235K +10,722 +11%
WANY
256
Wealthspire Advisors (New York)
New York
$2.36M +$34.6K +1,581 +1%
PA
257
Pinnacle Associates
New York
$2.34M +$885K +40,386 +61%
RWA
258
River Wealth Advisors
Pennsylvania
$2.34M +$5.59K +255 +0.2%
GPFA
259
Game Plan Financial Advisors
Ohio
$2.33M -$15.9K -726 -0.7%
SOS
260
Silver Oak Securities
Tennessee
$2.33M -$1.18M -53,658 -33%
TWM
261
Tradition Wealth Management
Minnesota
$2.31M -$100K -4,572 -4%
DWM
262
Destination Wealth Management
California
$2.25M +$958K +43,731 +74%
CFS
263
CRA Financial Services
New Jersey
$2.18M +$35.2K +1,605 +2%
FAG
264
Financial Advisory Group
Texas
$2.17M +$589K +26,859 +37%
CWA
265
Continuum Wealth Advisors
New York
$2.16M +$2.16M +98,562 New
HA
266
HC Advisors
Georgia
$2.15M -$33.4K -1,524 -2%
SFA
267
Sequoia Financial Advisors
Ohio
$2.14M +$416K +18,981 +24%
JCIA
268
Jackson Creek Investment Advisors
Colorado
$2.1M +$1.12K +51 +0.1%
LHEI
269
Leo H. Evart Inc
California
$2.09M +$4.01K +183 +0.2%
FCAG
270
First Capital Advisors Group
New Jersey
$2.08M +$47.2K +2,154 +2%
SIA
271
SkyView Investment Advisors
New Jersey
$2.08M +$47.2K +2,154 +2%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$2.07M +$886K +40,446 +74%
WP
273
WealthShield Partners
North Carolina
$2.06M +$139K +6,342 +7%
BC
274
Bartlett & Co
Ohio
$2.06M -$789 -36 -0%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$2.06M -$789 -36 -0%