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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
251
Vivaldi Capital Management
Illinois
$3.19M +$192K +7,203 +7%
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M -$11.4K -429 -0.4%
BA
253
Bristlecone Advisors
Washington
$3.11M +$121K +4,533 +4%
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$3.08M -$526K -19,773 -15%
BBWP
255
Beacon Bridge Wealth Partners
Pennsylvania
$3.06M +$101K +3,807 +4%
SPA
256
Sentinel Pension Advisors
Massachusetts
$3.05M -$655K -24,648 -18%
WANY
257
Wealthspire Advisors (New York)
New York
$3.05M +$88.5K +3,327 +3%
TWG
258
The Wealth Group
Minnesota
$3.02M -$29.7K -1,116 -1%
ZF
259
Zhang Financial
Michigan
$3M +$459K +17,247 +19%
CP
260
Creekside Partners
California
$3M -$81.1K -3,048 -3%
AAIM
261
Asset Advisors Investment Management
Georgia
$2.99M -$1.53M -57,414 -35%
VFPW
262
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.99M -$8.99M -338,022 -76%
NC
263
Napatree Capital
Rhode Island
$2.98M +$40.8K +1,533 +1%
CCM
264
Coldstream Capital Management
Washington
$2.94M -$415K -15,609 -13%
Stifel Financial
265
Stifel Financial
Missouri
$2.9M +$9.81K +369 +0.4%
ACA
266
Affinity Capital Advisors
California
$2.86M -$201K -7,551 -7%
HA
267
HC Advisors
Georgia
$2.83M +$9.25K +348 +0.3%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$2.83M -$2.31M -86,775 -46%
WP
269
WealthShield Partners
North Carolina
$2.81M +$5.66K +213 +0.2%
TW
270
Transform Wealth
Colorado
$2.8M -$98K -3,684 -4%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$2.8M +$810K +30,459 +43%
CP
272
Capital Planning
Washington
$2.79M +$112K +4,200 +4%
OFG
273
Orcam Financial Group
California
$2.78M +$6.54K +246 +0.2%
UIA
274
Ulland Investment Advisors
Minnesota
$2.77M -$113K -4,242 -4%
MAM
275
Marquette Asset Management
Minnesota
$2.77M -$144K -5,412 -5%