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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
Blankinship & Foster
California
$1.57M +$2.87K +108 +0.2%
OCM
352
One Capital Management
California
$1.57M -$1.33M -50,040 -47%
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.56M +$61.4K +2,310 +4%
WF
354
Warner Financial
Maryland
$1.56M +$42.8K +1,611 +3%
PFM
355
Phillips Financial Management
Indiana
$1.55M +$67.4K +2,535 +5%
PIA
356
Panoramic Investment Advisors
Colorado
$1.55M +$1.49M +55,998 New
SAF
357
Smith Anglin Financial
Texas
$1.54M -$161K -6,066 -10%
ECG
358
Edge Capital Group
Georgia
$1.54M
IAN
359
Integrated Advisors Network
Texas
$1.54M -$4.87K -183 -0.3%
AFG
360
Arkansas Financial Group
Arkansas
$1.54M
FBB
361
Fulton Breakefield Broenniman
Maryland
$1.51M -$7.66K -288 -0.5%
IWMA
362
Ironwood Wealth Management (Arizona)
Arizona
$1.5M +$479 +18 +0%
DBRC
363
D.B. Root & Company
Pennsylvania
$1.5M +$886K +33,324 +161%
Citadel Advisors
364
Citadel Advisors
Florida
$1.49M -$3.59K -135 -0.2%
OFS
365
Oldfather Financial Services
Nebraska
$1.49M +$33.7K +1,266 +2%
SWM
366
Sculati Wealth Management
Michigan
$1.48M -$1.49M -55,863 -51%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.48M
SEM
368
Strategic Equity Management
Arizona
$1.48M +$885K +33,270 +164%
LC
369
LTG Capital
Massachusetts
$1.47M +$3.67K +138 +0.3%
CWM
370
Cedar Wealth Management
California
$1.46M +$86.2K +3,243 +7%
BL
371
BFSG LLC
California
$1.45M -$39.3K -1,479 -3%
AllianceBernstein
372
AllianceBernstein
Tennessee
$1.45M +$66.5K +2,499 +5%
CIG
373
CHB Investment Group
Pennsylvania
$1.45M +$1.39M +52,194 New
IFS
374
Ifrah Financial Services
Arkansas
$1.43M +$6.38K +240 +0.5%
Prudential Financial
375
Prudential Financial
New Jersey
$1.43M -$147K -5,523 -10%