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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
301
Sentinel Pension Advisors
Massachusetts
$2.42M -$186K -7,065 -8%
Kovitz Investment Group Partners
302
Kovitz Investment Group Partners
Illinois
$2.41M +$1.33M +50,366 +142%
UIA
303
Ulland Investment Advisors
Minnesota
$2.4M -$223K -8,443 -9%
VAF
304
Values Added Financial
District of Columbia
$2.4M +$691K +26,176 +44%
MHC
305
May Hill Capital
Massachusetts
$2.39M -$854K -32,357 -28%
BCM
306
Boltwood Capital Management
California
$2.38M +$153K +5,806 +7%
CA
307
Centerpoint Advisors
Massachusetts
$2.36M
NCM
308
Northwest Capital Management
Oregon
$2.35M -$2.72M -103,131 -55%
CFS
309
CRA Financial Services
New Jersey
$2.31M -$60.7K -2,300 -3%
MAM
310
Marquette Asset Management
Minnesota
$2.3M -$172K -6,525 -7%
AIM
311
Athena Investment Management
California
$2.3M +$28.1K +1,067 +1%
RDWM
312
Red Door Wealth Management
Tennessee
$2.3M -$13.2K -500 -0.6%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$2.27M -$24.3K -922 -1%
VAMG
314
Voisard Asset Management Group
Michigan
$2.24M -$622K -23,572 -23%
SFP
315
Strategic Financial Planning
Texas
$2.23M -$5.41K -205 -0.3%
MA
316
MBA Advisors
Pennsylvania
$2.2M -$251K -9,519 -11%
CRFG
317
Columbia River Financial Group
Washington
$2.19M +$86.2K +3,269 +4%
NHC
318
Nicholas Hoffman & Company
Georgia
$2.16M +$2.11K +80 +0.1%
AAIM
319
Asset Advisors Investment Management
Georgia
$2.14M -$398K -15,087 -16%
AFO
320
Arrowroot Family Office
California
$2.12M +$1.99M +75,562 New
SP
321
SWS Partners
Ohio
$2.11M +$47.7K +1,809 +2%
WA
322
WBH Advisory
Maryland
$2.11M -$68.5K -2,596 -3%
JPLA
323
Joseph P. Lucia & Associates
New York
$2.1M -$55.2K -2,092 -3%
BWM
324
BCS Wealth Management
Tennessee
$2.08M +$228K +8,648 +13%
TWM
325
Thrive Wealth Management
Pennsylvania
$2.06M +$1.29M +48,916 +198%