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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
PFG Advisors
Arizona
$2.28M -$260K -8,737 -10%
SFP
327
Strategic Financial Planning
Texas
$2.25M -$102K -3,414 -4%
MHC
328
May Hill Capital
Massachusetts
$2.25M -$195K -6,544 -8%
SP
329
SWS Partners
Ohio
$2.24M +$2.29K +77 +0.1%
CI
330
CX Institutional
Indiana
$2.2M +$38.8K +1,303 +2%
AGC
331
Aspen Grove Capital
Colorado
$2.15M +$1.64K +55 +0.1%
BBW
332
Blue Barn Wealth
Utah
$2.12M -$3.13M -104,900 -60%
AAIM
333
Asset Advisors Investment Management
Georgia
$2.11M -$26.2K -880 -1%
WFA
334
WJ Financial Advisors
Connecticut
$2.1M +$19.4K +651 +0.9%
JPLA
335
Joseph P. Lucia & Associates
New York
$2.09M -$147K -4,929 -7%
SFG
336
Sunburst Financial Group
Alabama
$2.09M +$1.43K +48 +0.1%
SSWM
337
Sheets Smith Wealth Management
North Carolina
$2.08M +$14.7K +494 +0.7%
SF
338
Summit Financial
New Jersey
$2.08M -$37K -1,242 -2%
IF
339
Ironwood Financial
Arizona
$2.07M -$14.3K -480 -0.7%
CRFG
340
Columbia River Financial Group
Washington
$2.05M +$38.4K +1,287 +2%
SCA
341
STALEY CAPITAL ADVISERS
Pennsylvania
$2.02M -$4.98K -167 -0.2%
AFO
342
Arrowroot Family Office
California
$2.02M -$234K -7,857 -10%
LSWP
343
Liberty Square Wealth Partners
Pennsylvania
$2.01M -$1.5M -50,272 -43%
MPCA
344
Madison Park Capital Advisors
Washington
$2.01M -$4.59K -154 -0.2%
BFS
345
Bradley Foster & Sargent
Connecticut
$1.99M -$22.6K -758 -1%
AFG
346
Atomi Financial Group
New York
$1.99M +$626 +21 +0%
APW
347
Alliance Private Wealth
Massachusetts
$1.97M +$1.84M +61,813 New
CAG
348
Csenge Advisory Group
Florida
$1.96M +$167K +5,588 +9%
WIA
349
Westview Investment Advisors
Vermont
$1.95M +$1.93M +64,898 New
VVP
350
Venture Visionary Partners
Ohio
$1.95M +$95.6K +3,207 +5%