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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
251
Von Berge Wealth Management Group
California
$2.96M +$30.1K +1,082 +0.9%
BA
252
Bristlecone Advisors
Washington
$2.96M -$5.21K -187 -0.2%
MMCM
253
Murphy & Mullick Capital Management
New York
$2.95M -$77.4K -2,780 -2%
PIAS
254
PCA Investment Advisory Services
Ohio
$2.91M -$64.8K -2,326 -2%
SLT
255
St Louis Trust
Missouri
$2.91M +$984K +35,338 +47%
RWP
256
Revolve Wealth Partners
New Jersey
$2.9M -$116K -4,183 -4%
VA
257
Valmark Advisers
Ohio
$2.87M -$2.84M -101,856 -48%
WFAG
258
Wescott Financial Advisory Group
Pennsylvania
$2.87M -$60.2K -2,163 -2%
CCM
259
Colorado Capital Management
Colorado
$2.86M -$503K -18,045 -14%
TWG
260
The Wealth Group
Minnesota
$2.84M -$3.29K -118 -0.1%
WP
261
WealthShield Partners
North Carolina
$2.79M +$39.2K +1,408 +1%
SF
262
Safeguard Financial
Wisconsin
$2.78M -$169K -6,056 -5%
B
263
Bensler
Washington
$2.77M -$491K -17,615 -14%
NA
264
NewEdge Advisors
Louisiana
$2.72M -$779K -27,959 -21%
VAMG
265
Voisard Asset Management Group
Michigan
$2.71M -$978K -35,117 -25%
HA
266
HC Advisors
Georgia
$2.69M -$10.9K -391 -0.4%
LIWM
267
Long Island Wealth Management
New York
$2.68M +$293K +10,506 +11%
ECM
268
Exchange Capital Management
Michigan
$2.67M -$382K -13,734 -12%
AAS
269
Ameritas Advisory Services
Nebraska
$2.67M -$540K -19,405 -16%
CCM
270
Coldstream Capital Management
Washington
$2.66M -$127K -4,550 -4%
JCIA
271
Jackson Creek Investment Advisors
Colorado
$2.66M +$34.4K +1,237 +1%
ML
272
McAdam LLC
Pennsylvania
$2.65M +$443K +15,905 +19%
OFG
273
Orcam Financial Group
California
$2.64M +$2.9K +104 +0.1%
BWL
274
Bogart Wealth LLC
Virginia
$2.63M +$1.36M +48,752 +94%
SAW
275
Signal Advisors Wealth
Michigan
$2.58M -$228K -8,174 -8%