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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$2.49M +$190K +12,963 +8%
CCM
77
Condor Capital Management
New Jersey
$2.45M +$16.1K +1,098 +0.7%
Creative Planning
78
Creative Planning
Kansas
$2.4M +$743K +50,769 +47%
Goldman Sachs
79
Goldman Sachs
New York
$2.26M
BWM
80
BerganKDV Wealth Management
Minnesota
$1.99M -$234K -15,969 -11%
MWAC
81
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.97M -$195K -13,326 -9%
Fiera Capital (Canada)
82
Fiera Capital (Canada)
Quebec, Canada
$1.82M +$254K +17,349 +17%
GC
83
Grimes & Company
Massachusetts
$1.79M +$16.9K +1,158 +1%
HIC
84
Hartline Investment Corp
Illinois
$1.75M +$398K +27,171 +30%
SWM
85
Stockman Wealth Management
Montana
$1.73M +$9.88K +675 +0.6%
TW
86
Transform Wealth
Colorado
$1.7M -$238K -16,260 -13%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$1.65M +112,659 New
IA
88
IFP Advisors
Florida
$1.66M +$333K +22,746 +26%
GA
89
Gateway Advisory
New Jersey
$1.64M -$87.2K -5,961 -5%
AOWM
90
Alpha Omega Wealth Management
Virginia
$1.64M +$1.59M +108,681 New
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$1.58M +$34.7K +2,370 +2%
CA
92
Capital Advantage
California
$1.56M -$68K -4,644 -4%
FWP
93
FAS Wealth Partners
Kansas
$1.46M +$252K +17,244 +22%
RWA
94
River Wealth Advisors
Pennsylvania
$1.45M +$309K +21,150 +28%
Bank of America
95
Bank of America
North Carolina
$1.44M +$130K +8,853 +10%
Brown Advisory
96
Brown Advisory
Maryland
$1.37M -$67.7K -4,629 -5%
LYV
97
Live Your Vision
Pennsylvania
$1.36M -$172K -11,775 -12%
KIA
98
KCM Investment Advisors
California
$1.35M +$176 +12 +0%
FC
99
Forte Capital
New York
$1.35M +$210K +14,379 +19%
PAI
100
Pittenger & Anderson Inc
Nebraska
$1.32M +$1.2M +81,678 +1,296%