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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CH
301
CDKV Holdings
Colorado
$3.18M -$28.1K -817 -0.9%
RWA
302
River Wealth Advisors
Pennsylvania
$3.17M -$153K -4,442 -5%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$3.16M
MG
304
Mather Group
Illinois
$3.14M -$48.5K -1,410 -2%
CA
305
Centerpoint Advisors
Massachusetts
$3.1M
ACA
306
Aptus Capital Advisors
Alabama
$3.07M +$37.4K +1,087 +1%
BFS
307
Burkett Financial Services
South Carolina
$3.06M -$117K -3,399 -4%
LHEI
308
Leo H. Evart Inc
California
$3.05M -$48.7K -1,415 -2%
SWM
309
SeaCrest Wealth Management
New York
$3.04M -$15.2K -442 -0.5%
SPA
310
Sentinel Pension Advisors
Massachusetts
$2.99M -$44.4K -1,290 -1%
MAM
311
Marquette Asset Management
Minnesota
$2.96M -$43.2K -1,256 -2%
UIA
312
Ulland Investment Advisors
Minnesota
$2.93M -$11.7K -339 -0.4%
VAF
313
Values Added Financial
District of Columbia
$2.89M -$386K -11,204 -12%
NHC
314
Nicholas Hoffman & Company
Georgia
$2.88M +$1.82K +53 +0.1%
GRP
315
Global Retirement Partners
California
$2.85M +$2.66M +77,288 New
SF
316
Summit Financial
New Jersey
$2.83M +$182K +5,300 +7%
PIAS
317
PCA Investment Advisory Services
Ohio
$2.82M -$541K -15,706 -17%
WA
318
WBH Advisory
Maryland
$2.82M -$110K -3,185 -4%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$2.81M -$345K -10,012 -12%
CSF
320
Capital Squared Financial
Maryland
$2.79M +$278K +8,078 +12%
EFS
321
Econ Financial Services
Pennsylvania
$2.77M -$77.6K -2,256 -3%
RDWM
322
Red Door Wealth Management
Tennessee
$2.77M -$12.8K -373 -0.5%
WFA
323
WJ Financial Advisors
Connecticut
$2.73M +$21.5K +625 +0.9%
Betterment LLC
324
Betterment LLC
New York
$2.73M -$899K -26,113 -26%
ACA
325
Affinity Capital Advisors
California
$2.73M -$3.44K -100 -0.1%