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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.77M +$18.6K +654 +0.7%
MAM
277
Marquette Asset Management
Minnesota
$2.76M -$10.4K -366 -0.4%
NC
278
Napatree Capital
Rhode Island
$2.74M -$245K -8,595 -8%
AFO
279
Arrowroot Family Office
California
$2.73M -$800K -28,074 -22%
BSHC
280
Breed's Hill Capital
Massachusetts
$2.7M
ACA
281
Aptus Capital Advisors
Alabama
$2.68M -$72.7K -2,553 -3%
ACA
282
Affinity Capital Advisors
California
$2.67M -$212K -7,443 -7%
UCFA
283
United Capital Financial Advisors
Texas
$2.66M -$19.3K -677 -0.7%
TW
284
Transform Wealth
Colorado
$2.65M -$157K -5,518 -5%
SPA
285
Sentinel Pension Advisors
Massachusetts
$2.63M -$432K -15,147 -14%
RWA
286
River Wealth Advisors
Pennsylvania
$2.61M -$61.1K -2,145 -2%
CL
287
Choreo LLC
Illinois
$2.59M +$219K +7,684 +9%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$2.57M -$239K -8,377 -8%
SWM
289
SeaCrest Wealth Management
New York
$2.55M +$36.2K +1,271 +1%
Fidelity Investments
290
Fidelity Investments
Massachusetts
$2.55M +$171K +6,004 +7%
LIWM
291
Long Island Wealth Management
New York
$2.54M -$1.05M -36,986 -29%
PWM
292
Prentice Wealth Management
New York
$2.52M +$278K +9,743 +12%
TWM
293
Tradition Wealth Management
Minnesota
$2.51M +$10.9K +384 +0.4%
CFS
294
CRA Financial Services
New Jersey
$2.49M -$172K -6,037 -6%
MA
295
MBA Advisors
Pennsylvania
$2.49M -$30.1K -1,056 -1%
BFS
296
Burkett Financial Services
South Carolina
$2.48M -$25.3K -889 -1%
LCM
297
Leisure Capital Management
California
$2.46M -$193K -6,770 -7%
CFG
298
Clayton Financial Group
Missouri
$2.42M +$45.7K +1,603 +2%
GRP
299
Global Retirement Partners
California
$2.41M +$15.6K +548 +0.6%
KW
300
Keyvantage Wealth
Pennsylvania
$2.4M +$2.47M +86,573 New