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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
276
Lincoln National Corp
Pennsylvania
$2.23M +$529K +23,475 +33%
SFG
277
Sunburst Financial Group
Alabama
$2.22M +$70.1K +3,111 +3%
JWS
278
Juncture Wealth Strategies
Arizona
$2.22M +$258K +11,466 +14%
IWM
279
IHT Wealth Management
Illinois
$2.21M -$59.5K -2,640 -3%
LCM
280
Leisure Capital Management
California
$2.19M -$26.5K -1,176 -1%
PFT
281
Providence First Trust
Arizona
$2.19M -$36.9K -1,638 -2%
AC
282
Abbrea Capital
California
$2.11M -$67.6K -3,000 -3%
CFA
283
Cahill Financial Advisors
Minnesota
$2.08M -$52.9K -2,349 -3%
SWM
284
SeaCrest Wealth Management
New York
$2.07M -$9.74K -432 -0.5%
LHEI
285
Leo H. Evart Inc
California
$2.07M -$38.8K -1,722 -2%
JPLA
286
Joseph P. Lucia & Associates
New York
$2.06M -$87.8K -3,894 -4%
Northern Trust
287
Northern Trust
Illinois
$2.05M -$1.54M -68,346 -44%
CA
288
Centerpoint Advisors
Massachusetts
$1.99M
BFA
289
Beaumont Financial Advisors
Massachusetts
$1.95M -$221K -9,822 -11%
SFA
290
Sequoia Financial Advisors
Ohio
$1.91M -$382K -16,950 -17%
WA
291
WBH Advisory
Maryland
$1.91M +$24.7K +1,098 +1%
ZF
292
Zhang Financial
Michigan
$1.86M -$406 -18 -0%
SWA
293
Sutton Wealth Advisors
Florida
$1.84M +$13.9K +618 +0.8%
FPF
294
First Pacific Financial
Washington
$1.8M -$21.2K -939 -1%
CA
295
Cetera Advisors
Colorado
$1.78M +$5.21K +231 +0.3%
JWA
296
JFS Wealth Advisors
Pennsylvania
$1.78M +$2.03K +90 +0.1%
SFP
297
Strategic Financial Planning
Texas
$1.76M +$137K +6,087 +9%
AIM
298
Athena Investment Management
California
$1.74M +$103K +4,569 +7%
VCM
299
Vivaldi Capital Management
Illinois
$1.72M +$102K +4,518 +7%
SAG
300
SageView Advisory Group
California
$1.71M +$1.09M +48,414 +203%