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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
326
Kingsview Wealth Management
Oregon
$1.17M -$10.8K -519 -1%
PLFAM
327
Pineno Levin & Ford Asset Management
Virginia
$1.16M +$40.9K +1,959 +4%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$1.14M +$26.4K +1,266 +3%
SLT
329
St Louis Trust
Missouri
$1.14M
FAG
330
Financial Advisory Group
Texas
$1.14M -$148K -7,110 -12%
LJAC
331
L.J. Altfest & Co
New York
$1.12M -$5K -240 -0.5%
QCG
332
Quadrant Capital Group
Ohio
$1.12M +$125 +6 +0%
CCM
333
Cribstone Capital Management
Maine
$1.11M -$14.6K -699 -1%
SAM
334
S.A. Mason
Michigan
$1.11M +$46.3K +2,220 +5%
LF
335
LifeSteps Financial
California
$1.11M +$176K +8,421 +21%
SCA
336
Strategic Capital Advisers
Colorado
$1.11M +$86.7K +4,155 +9%
SFG
337
StrategIQ Financial Group
Indiana
$1.09M
WCM
338
Wisconsin Capital Management
Wisconsin
$1.09M +$188K +9,000 +23%
ACP
339
Arcus Capital Partners
Georgia
$1.07M -$20.8K -999 -2%
LB
340
Legacy Bridge
Iowa
$1.07M
SQA
341
Simon Quick Advisors
New Jersey
$1.06M +$548K +26,265 +128%
CA
342
Cambridge Advisors
Nebraska
$1.06M +$7.13K +342 +0.7%
VWA
343
Visionary Wealth Advisors
Illinois
$1.05M -$811K -38,883 -46%
AA
344
Alesco Advisors
New York
$1.04M -$188K -9,030 -17%
BWM
345
Benchmark Wealth Management
Connecticut
$1.03M
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M -$6.44K -309 -0.7%
RIM
347
Rockbridge Investment Management
New York
$998K +$91.4K +4,383 +11%
IFG
348
Independent Financial Group
California
$995K +$9.76K +468 +1%
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$988K -$2.81K -135 -0.3%
AGA
350
Arkos Global Advisors
Texas
$974K