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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
276
Aptus Capital Advisors
Alabama
$2.64M -$38.1K -1,446 -2%
ASN
277
Advisory Services Network
Georgia
$2.59M +$2.39M +90,620 New
EWA
278
EP Wealth Advisors
California
$2.59M +$1.46M +55,333 +150%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$2.58M +$3.9K +148 +0.2%
LF
280
LifeSteps Financial
California
$2.57M +$361K +13,668 +18%
TWM
281
Tradition Wealth Management
Minnesota
$2.57M +$791 +30 +0%
B
282
Bensler
Washington
$2.56M -$383K -14,505 -14%
MG
283
Mather Group
Illinois
$2.56M -$85.2K -3,230 -3%
ECM
284
Exchange Capital Management
Michigan
$2.55M -$298K -11,286 -11%
UAG
285
United Advisor Group
Ohio
$2.55M +$895K +33,927 +60%
FPCP
286
Fort Point Capital Partners
California
$2.54M +$493K +18,699 +26%
SWM
287
SeaCrest Wealth Management
New York
$2.53M -$152K -5,764 -6%
LCM
288
Leisure Capital Management
California
$2.53M -$33.1K -1,253 -1%
EH
289
Equitable Holdings
New York
$2.52M +$172K +6,518 +8%
RWA
290
River Wealth Advisors
Pennsylvania
$2.52M -$11.9K -451 -0.5%
CFGSD
291
Compass Financial Group (South Dakota)
South Dakota
$2.52M +$209K +7,906 +10%
ACA
292
Affinity Capital Advisors
California
$2.51M -$45.5K -1,726 -2%
BFS
293
Burkett Financial Services
South Carolina
$2.5M +$36.5K +1,385 +2%
DWM
294
Destination Wealth Management
California
$2.49M +$445K +16,885 +24%
VT
295
Vise Technologies
New York
$2.49M +$2.34M +88,670 New
VFPW
296
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.47M -$57.2K -2,167 -2%
PF
297
PlanWiser Financial
Colorado
$2.46M -$69.6K -2,638 -3%
WW
298
Waterfront Wealth
Kansas
$2.44M +$444K +16,847 +24%
Charles Schwab
299
Charles Schwab
California
$2.43M +$2.28M +86,532 New
KWA
300
Kingswood Wealth Advisors
California
$2.42M +$177K +6,716 +8%