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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Sequoia Financial Advisors
Ohio
$2.17M -$66K -2,370 -3%
RDWM
302
Red Door Wealth Management
Tennessee
$2.16M -$50.8K -1,823 -2%
CFGSD
303
Compass Financial Group (South Dakota)
South Dakota
$2.15M +$121K +4,353 +6%
BCWM
304
Bartlett & Co Wealth Management
Ohio
$2.15M -$6.54K -235 -0.3%
AIM
305
Athena Investment Management
California
$2.12M +$52K +1,866 +2%
SFP
306
Strategic Financial Planning
Texas
$2.09M +$4.07K +146 +0.2%
KWA
307
Kingswood Wealth Advisors
California
$2.08M +$37.2K +1,337 +2%
BCM
308
Boltwood Capital Management
California
$2.07M +$158K +5,679 +8%
VWA
309
VSM Wealth Advisory
Maryland
$2.07M -$35.5K -1,274 -2%
LF
310
LifeSteps Financial
California
$2.04M +$191K +6,868 +10%
WA
311
WBH Advisory
Maryland
$2.04M -$105K -3,773 -5%
JPLA
312
Joseph P. Lucia & Associates
New York
$2.02M -$17.5K -630 -0.8%
NHC
313
Nicholas Hoffman & Company
Georgia
$2.01M +$3.54K +127 +0.2%
NRI
314
NFP Retirement Inc
California
$1.98M -$81.5K -2,925 -4%
DWM
315
Dakota Wealth Management
Florida
$1.96M -$174K -6,260 -8%
AGC
316
Aspen Grove Capital
Colorado
$1.95M +$1.06K +38 +0.1%
WCM
317
Winthrop Capital Management
Indiana
$1.95M -$36.6K -1,316 -2%
SP
318
SWS Partners
Ohio
$1.92M -$100K -3,595 -5%
CRFG
319
Columbia River Financial Group
Washington
$1.92M -$557 -20 -0%
Pathstone Holdings
320
Pathstone Holdings
New Jersey
$1.9M +$988K +35,483 +96%
FPCP
321
Fort Point Capital Partners
California
$1.89M -$1.47M -52,794 -42%
KF
322
Krilogy Financial
Missouri
$1.88M -$170K -6,098 -8%
DWM
323
Destination Wealth Management
California
$1.88M -$234K -8,403 -10%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$1.87M -$28.9K -1,039 -1%
SFG
325
Sunburst Financial Group
Alabama
$1.86M -$67K -2,407 -3%