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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
351
PNC Financial Services Group
Pennsylvania
$1.95M +$389K +13,046 +25%
GRP
352
Global Retirement Partners
California
$1.94M +$103K +3,439 +6%
MA
353
MCF Advisors
Kentucky
$1.93M -$18.1K -606 -0.9%
KIA
354
KCM Investment Advisors
California
$1.91M
CSF
355
Capital Squared Financial
Maryland
$1.91M +$108K +3,637 +6%
EFS
356
Econ Financial Services
Pennsylvania
$1.84M -$17.1K -573 -0.9%
JWBC
357
John W. Brooker & Co
California
$1.83M -$161K -5,416 -8%
VFA
358
Valeo Financial Advisors
Indiana
$1.82M +$8.47K +284 +0.5%
BFA
359
Beaumont Financial Advisors
Massachusetts
$1.8M +$626 +21 +0%
NRI
360
NFP Retirement Inc
California
$1.79M -$66.7K -2,238 -4%
VCM
361
Vision Capital Management
Oregon
$1.79M -$51.5K -1,728 -3%
SMC
362
Smith, Moore & Co
Missouri
$1.79M +$48.1K +1,614 +3%
OWA
363
Opal Wealth Advisors
New York
$1.79M -$31.3K -1,051 -2%
CA
364
Cambridge Advisors
Nebraska
$1.77M +$32.4K +1,087 +2%
NIA
365
NBZ Investment Advisors
Tennessee
$1.76M +$3.25K +109 +0.2%
KHC
366
Koesten Hirschmann & Crabtree
Kansas
$1.76M
AFA
367
Amicus Financial Advisors
Texas
$1.75M +$1.74M +58,232 New
FA
368
Fagan Associates
New York
$1.75M -$43K -1,442 -2%
CFO
369
Collective Family Office
Pennsylvania
$1.74M -$84.8K -2,845 -5%
VWA
370
VSM Wealth Advisory
Maryland
$1.73M +$1.72M +57,577 New
JWA
371
JFS Wealth Advisors
Pennsylvania
$1.73M +$29.2K +981 +2%
QWM
372
Quadcap Wealth Management
Texas
$1.69M -$29.9K -1,002 -2%
EFG
373
Embree Financial Group
Illinois
$1.68M -$4.56K -153 -0.3%
MWA
374
Medallion Wealth Advisors
Connecticut
$1.68M +$25.2K +844 +2%
CFO
375
CVA Family Office
Colorado
$1.66M -$27.5K -922 -2%