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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
Revolve Wealth Partners
New Jersey
$11.5M +$349K +15,915 +3%
LFS
77
Lutz Financial Services
Nebraska
$11.4M -$354K -16,140 -3%
AAS
78
Ameritas Advisory Services
Nebraska
$11.2M +$5.54M +252,864 +98%
FNC
79
First National Corp
Massachusetts
$11.2M +$343K +15,648 +3%
OWA
80
Opal Wealth Advisors
New York
$11.1M +$23.5K +1,071 +0.2%
VNA
81
Valley National Advisers
Pennsylvania
$11M -$111K -5,076 -1%
TSWM
82
Triangle Securities Wealth Management
North Carolina
$11M -$107K -4,878 -1%
SFA
83
Seneca Financial Advisors
New York
$10.9M -$3.91M -178,194 -26%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$10.7M +$314K +14,316 +3%
LFG
85
Larson Financial Group
Missouri
$10.6M +$10.4M +475,377 +4,309%
Goldman Sachs
86
Goldman Sachs
New York
$10.4M
HNW
87
High Note Wealth
Minnesota
$10.3M -$96K -4,380 -0.9%
OFG
88
Omega Financial Group
California
$10.2M -$965K -44,043 -9%
MMA
89
Miracle Mile Advisors
California
$10.1M -$12.8K -585 -0.1%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$10M -$362K -16,515 -3%
Truist Financial
91
Truist Financial
North Carolina
$9.99M +$214K +9,768 +2%
IAS
92
IMA Advisory Services
Colorado
$9.92M -$7.04K -321 -0.1%
JIC
93
Johnson Investment Counsel
Ohio
$9.78M +$266K +12,159 +3%
BFG
94
Bleakley Financial Group
New Jersey
$9.7M +$9.72M +443,523 New
AWMG
95
Alliance Wealth Management Group
New Jersey
$9.61M -$66 -3 -0%
TCM
96
Towercrest Capital Management
Pennsylvania
$9.61M -$66 -3 -0%
PWA
97
Pillar Wealth Advisors
Pennsylvania
$9.44M -$42.7K -1,947 -0.4%
ACA
98
Affinity Capital Advisors
California
$9.26M -$188K -8,571 -2%
MML Investors Services
99
MML Investors Services
Massachusetts
$9.17M -$251K -11,472 -3%
SC
100
Savant Capital
Illinois
$9.12M -$7.1M -324,180 -44%