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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$2.13M +$12.9K +492 +0.6%
DWM
302
Destination Wealth Management
California
$2.12M -$76.9K -2,940 -3%
JPLA
303
Joseph P. Lucia & Associates
New York
$2.11M -$51.2K -1,956 -2%
SP
304
SWS Partners
Ohio
$2.1M -$183K -7,002 -8%
WA
305
WBH Advisory
Maryland
$2.07M -$10.8K -414 -0.5%
CFG
306
Clayton Financial Group
Missouri
$2.06M +$94.5K +3,612 +5%
SFP
307
Strategic Financial Planning
Texas
$2.06M -$80.8K -3,087 -4%
SFG
308
Sunburst Financial Group
Alabama
$2.02M -$167K -6,366 -8%
RDWM
309
Red Door Wealth Management
Tennessee
$2M -$192K -7,353 -9%
NHC
310
Nicholas Hoffman & Company
Georgia
$1.98M +$235 +9 +0%
AIM
311
Athena Investment Management
California
$1.97M +$38.8K +1,482 +2%
AGC
312
Aspen Grove Capital
Colorado
$1.96M
QWM
313
Quadcap Wealth Management
Texas
$1.93M +$1.95M +74,355 New
CFGA
314
Cambridge Financial Group (Arizona)
Arizona
$1.93M +$19.6K +750 +1%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$1.92M +$18.1K +693 +0.9%
EH
316
Equitable Holdings
New York
$1.91M +$255K +9,729 +15%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$1.89M +$339K +12,960 +22%
CFGSD
318
Compass Financial Group (South Dakota)
South Dakota
$1.87M +$175K +6,675 +10%
LF
319
LifeSteps Financial
California
$1.86M -$87.8K -3,354 -4%
CWG
320
Cornerstone Wealth Group
North Carolina
$1.85M -$2.43K -93 -0.1%
BCM
321
Boltwood Capital Management
California
$1.84M +$13.7K +525 +0.7%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$1.83M +$447K +17,100 +32%
MPCA
323
Madison Park Capital Advisors
Washington
$1.83M +$84K +3,210 +5%
AL
324
ACAS LLC
California
$1.82M -$74K -2,829 -4%
PWM
325
Prentice Wealth Management
New York
$1.8M +$136K +5,214 +8%