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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
401
Kelman-Lazarov Inc
Tennessee
$1.56M -$64.6K -2,029 -4%
WCM
402
Winthrop Capital Management
Indiana
$1.55M -$1.91K -60 -0.1%
IA
403
IF Advisors
Texas
$1.55M +$595K +18,673 +60%
RM
404
RCW Management
Florida
$1.53M -$55.7K -1,750 -3%
AAP
405
Arax Advisory Partners
Colorado
$1.53M +$266K +8,364 +20%
JWBC
406
John W. Brooker & Co
California
$1.52M -$374K -11,753 -19%
SAM
407
S.A. Mason
Michigan
$1.52M +$49.5K +1,556 +3%
FIT
408
Financially in Tune
Massachusetts
$1.51M +$26.5K +833 +2%
DWM
409
Dakota Wealth Management
Florida
$1.5M -$2.18M -68,377 -59%
LSWP
410
Liberty Square Wealth Partners
Pennsylvania
$1.48M -$604K -18,957 -28%
LB
411
Legacy Bridge
Iowa
$1.48M – – –
1WM
412
1900 Wealth Management
Texas
$1.46M +$1.02K +32 +0.1%
CCW
413
Coastline Complete Wealth
South Carolina
$1.43M -$13.5K -425 -0.9%
SCM
414
SCS Capital Management
Massachusetts
$1.43M – – –
FGC
415
First Growth Capital
Maryland
$1.42M – – –
KW
416
Keyvantage Wealth
Pennsylvania
$1.42M -$14.9K -468 -1%
CA
417
Capital Advantage
California
$1.41M -$28.6K -897 -2%
VAMG
418
Voisard Asset Management Group
Michigan
$1.41M -$152K -4,789 -10%
RWP
419
RWA Wealth Partners
Massachusetts
$1.41M +$159 +5 +0%
TWM
420
Thrive Wealth Management
Pennsylvania
$1.4M -$103K -3,248 -7%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$1.39M +$6.46K +203 +0.5%
IFS
422
Ifrah Financial Services
Arkansas
$1.36M -$27.4K -862 -2%
PSCM
423
Per Stirling Capital Management
Texas
$1.36M -$39.6K -1,244 -3%
QCG
424
Quadrant Capital Group
Ohio
$1.35M -$25.5K -800 -2%
Lazard Asset Management
425
Lazard Asset Management
New York
$1.34M – – –