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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
326
Quadcap Wealth Management
Texas
$2.04M +$193K +6,775 +10%
SFG
327
Sunburst Financial Group
Alabama
$2.04M -$118K -4,147 -5%
CRFG
328
Columbia River Financial Group
Washington
$2.04M +$2.09M +73,469 New
NP
329
NorthRock Partners
Minnesota
$2.03M +$4.84K +170 +0.2%
BCM
330
Boltwood Capital Management
California
$2.03M -$3.65K -128 -0.2%
WAP
331
Wealthcare Advisory Partners
Pennsylvania
$2.01M -$522K -18,308 -20%
CWG
332
Cornerstone Wealth Group
North Carolina
$2M +$85.4K +2,996 +4%
IWC
333
Integrated Wealth Concepts
Massachusetts
$1.98M +$788K +27,666 +63%
LF
334
LifeSteps Financial
California
$1.97M -$4.42K -155 -0.2%
MPCA
335
Madison Park Capital Advisors
Washington
$1.93M -$30.7K -1,077 -2%
AL
336
ACAS LLC
California
$1.91M -$13.9K -488 -0.7%
SSWM
337
Sheets Smith Wealth Management
North Carolina
$1.9M +$9.92K +348 +0.5%
IF
338
Ironwood Financial
Arizona
$1.89M +$221K +7,760 +13%
CFGA
339
Cambridge Financial Group (Arizona)
Arizona
$1.89M -$187K -6,546 -9%
VCM
340
Vision Capital Management
Oregon
$1.87M -$7.12K -250 -0.4%
SCA
341
STALEY CAPITAL ADVISERS
Pennsylvania
$1.87M -$1.08K -38 -0.1%
CFO
342
Collective Family Office
Pennsylvania
$1.87M -$110K -3,865 -5%
SFO
343
Stokes Family Office
Louisiana
$1.86M +$110K +3,849 +6%
NCM
344
Novare Capital Management
North Carolina
$1.85M -$458K -16,074 -19%
VAF
345
Values Added Financial
District of Columbia
$1.83M +$75.7K +2,656 +4%
Renaissance Technologies
346
Renaissance Technologies
New York
$1.83M +$1.88M +66,100 New
BFA
347
Beaumont Financial Advisors
Massachusetts
$1.83M +$26.2K +921 +1%
TCM
348
Tradewinds Capital Management
Washington
$1.83M -$27.5M -966,260 -94%
WW
349
Waterfront Wealth
Kansas
$1.82M -$3.71M -130,147 -66%
KIA
350
KCM Investment Advisors
California
$1.82M