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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$5.17M +$14.2K +825 +0.3%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$4.75M +$68.1K +3,945 +1%
CCM
78
Colorado Capital Management
Colorado
$4.7M +$190K +11,019 +4%
Bank of America
79
Bank of America
North Carolina
$4.56M +$1.21M +70,002 +37%
MAS
80
Madden Advisory Services
Florida
$4.46M +$29K +1,680 +0.7%
CMP
81
Courage Miller Partners
Virginia
$4.45M +$282K +16,332 +7%
BSB
82
Bangor Savings Bank
Maine
$4.39M +$105K +6,093 +3%
SPIA
83
Steward Partners Investment Advisory
New York
$4.22M +$28.4K +1,644 +0.7%
TYCC
84
Texas Yale Capital Corp
Florida
$4.19M +$353K +20,469 +10%
PFM
85
Parsec Financial Management
North Carolina
$4.05M +$1.08M +62,658 +38%
KF
86
Krilogy Financial
Missouri
$4M +$153K +8,859 +4%
KBFS
87
Kohmann Bosshard Financial Services
Ohio
$3.96M -$558K -32,325 -13%
CFA
88
Cahill Financial Advisors
Minnesota
$3.87M +$77.7K +4,500 +2%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$3.81M -$3.4M -197,205 -48%
BA
90
Bristlecone Advisors
Washington
$3.67M +$108K +6,282 +3%
MA
91
MCF Advisors
Kentucky
$3.54M +$627K +36,321 +22%
SBA
92
Secrest Blakey & Associates
North Carolina
$3.53M +$3.43M +198,936 New
OCM
93
One Capital Management
California
$3.42M -$312K -18,078 -9%
PAI
94
Pittenger & Anderson Inc
Nebraska
$3.39M +$283K +16,413 +9%
QAM
95
QCI Asset Management
New York
$3.35M +$1.13M +65,544 +53%
MWA
96
MFA Wealth Advisors
Pennsylvania
$3.3M +$3.09M +179,019 New
AI
97
Atria Investments
North Carolina
$3.17M +$2.48M +143,514 +411%
FPCG
98
Fort Pitt Capital Group
Pennsylvania
$3.12M +$3.03M +175,632 New
AFG
99
Albion Financial Group
Utah
$3.11M -$72.6K -4,206 -2%
IA
100
IFP Advisors
Florida
$2.99M +$358K +20,727 +14%