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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bristlecone Advisors
Washington
$2.59M -$8.6K -363 -0.3%
CFO
252
Collective Family Office
Pennsylvania
$2.58M +$452K +19,089 +20%
KF
253
Krilogy Financial
Missouri
$2.55M -$25.9K -1,092 -1%
MAM
254
Marquette Asset Management
Minnesota
$2.49M -$755K -31,851 -22%
LNC
255
Lincoln National Corp
Pennsylvania
$2.47M +$356K +15,012 +16%
CFS
256
CRA Financial Services
New Jersey
$2.41M +$3.41K +144 +0.1%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$2.41M +$2.53M +106,692 New
RDWM
258
Red Door Wealth Management
Tennessee
$2.4M -$190K -8,022 -7%
WANY
259
Wealthspire Advisors (New York)
New York
$2.39M -$10.2K -432 -0.4%
UIA
260
Ulland Investment Advisors
Minnesota
$2.35M +$35.4K +1,494 +1%
RWA
261
River Wealth Advisors
Pennsylvania
$2.35M -$49.7K -2,097 -2%
TWM
262
Tradition Wealth Management
Minnesota
$2.31M -$45.8K -1,935 -2%
AAS
263
Avantax Advisory Services
Texas
$2.26M +$1.75M +74,070 +284%
CAG
264
Compass Advisory Group
New York
$2.24M -$37.3K -1,575 -2%
WP
265
WealthShield Partners
North Carolina
$2.22M -$3.34K -141 -0.1%
BWM
266
BCS Wealth Management
Tennessee
$2.2M +$2.31M +97,680 New
HA
267
HC Advisors
Georgia
$2.2M -$13.5K -570 -0.6%
NP
268
NorthRock Partners
Minnesota
$2.18M +$2.29M +96,657 New
JCIA
269
Jackson Creek Investment Advisors
Colorado
$2.17M +$17.8K +753 +0.8%
SAF
270
Smith Anglin Financial
Texas
$2.14M -$195K -8,223 -8%
PA
271
Procyon Advisors
Connecticut
$2.14M -$5.54M -233,841 -71%
BC
272
Bartlett & Co
Ohio
$2.11M -$66.1K -2,790 -3%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.11M -$66.1K -2,790 -3%
LCM
274
Leisure Capital Management
California
$2.1M +$14.1K +597 +0.6%
SFG
275
Sunburst Financial Group
Alabama
$2.09M -$24K -1,014 -1%