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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
301
Edge Capital Group
Georgia
$1.6M +$470 +18 +0%
CHA
302
Cooper/Haims Advisors
New York
$1.58M +$798K +30,549 +100%
CA
303
Continuum Advisory
Idaho
$1.58M +$1.61M +61,764 New
WA
304
WBH Advisory
Maryland
$1.55M +$110K +4,209 +7%
SAM
305
Sawgrass Asset Management
Florida
$1.55M -$501K -19,185 -24%
CPIG
306
Chicago Partners Investment Group
Illinois
$1.54M +$354K +13,533 +32%
BC
307
Bartlett & Co
Ohio
$1.53M -$25.1K -960 -2%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$1.53M -$25.1K -960 -2%
CCM
309
Condor Capital Management
New Jersey
$1.51M -$37.3K -1,428 -2%
BMCM
310
Burns Matteson Capital Management
New York
$1.51M +$2.19K +84 +0.1%
ML
311
McAdam LLC
Pennsylvania
$1.51M -$81.3K -3,111 -5%
BL
312
BFSG LLC
California
$1.49M +$8.07K +309 +0.5%
MMHP
313
Murphy Middleton Hinkle & Parker
Georgia
$1.48M +$120K +4,602 +9%
VCM
314
Vivaldi Capital Management
Illinois
$1.47M +$78K +2,985 +5%
AFG
315
Arkansas Financial Group
Arkansas
$1.46M -$1.33K -51 -0.1%
PWMAG
316
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M -$58K -2,220 -4%
AL
317
Aspiriant LLC
California
$1.45M -$18.7K -717 -1%
GRP
318
Global Retirement Partners
California
$1.44M +$114K +4,356 +8%
MWM
319
Meridian Wealth Management
Kentucky
$1.41M +$15K +573 +1%
1WM
320
1900 Wealth Management
Texas
$1.4M
PFC
321
Phocas Financial Corp
California
$1.4M +$20.4K +780 +1%
AG
322
Appleton Group
Wisconsin
$1.39M +$14K +537 +1%
Lazard Asset Management
323
Lazard Asset Management
New York
$1.37M
PLFAM
324
Pineno Levin & Ford Asset Management
Virginia
$1.36M +$9.64K +369 +0.7%
SCA
325
Strategic Capital Advisers
Colorado
$1.35M -$49.8K -1,905 -3%