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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
101
FormulaFolio Investments
Michigan
$2.96M +$630K +36,495 +28%
FCAG
102
First Capital Advisors Group
New Jersey
$2.94M +$328K +18,990 +13%
PAG
103
Pinnacle Advisory Group
Maryland
$2.89M +$257K +14,880 +10%
CCM
104
Condor Capital Management
New Jersey
$2.82M +$5.28K +306 +0.2%
FWP
105
FAS Wealth Partners
Kansas
$2.8M +$137K +7,935 +5%
LFGH
106
Lee Financial Group Hawaii
Hawaii
$2.78M +$2.71M +156,798 New
GCA
107
Gradient Capital Advisors
California
$2.69M +$2.62M +151,572 New
Goldman Sachs
108
Goldman Sachs
New York
$2.66M
SWM
109
Stockman Wealth Management
Montana
$2.52M +$62.9K +3,645 +3%
RWA
110
River Wealth Advisors
Pennsylvania
$2.46M +$32.7K +1,896 +1%
SI
111
SII Investments
Wisconsin
$2.38M -$9.41M -545,088 -80%
WP
112
WealthSource Partners
California
$2.37M +$47.3K +2,742 +2%
BC
113
Barnett & Company
Tennessee
$2.27M +$753K +43,611 +52%
BBPWM
114
Blue Bell Private Wealth Management
Pennsylvania
$2.25M +$449K +25,995 +26%
FANJ
115
Financial Architects (New Jersey)
New Jersey
$2.24M +$202K +11,682 +10%
MWAC
116
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.23M -$27.1K -1,572 -1%
BP
117
Broadleaf Partners
Ohio
$2.22M +$2.16M +125,163 New
GC
118
Grimes & Company
Massachusetts
$2.16M +$37.6K +2,178 +2%
CHA
119
Cooper/Haims Advisors
New York
$2.11M +$2.05M +118,806 New
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$2.08M -$706K -40,920 -26%
MML Investors Services
121
MML Investors Services
Massachusetts
$2.06M +$885K +51,255 +79%
SFA
122
Sequoia Financial Advisors
Ohio
$2.04M -$10.3K -597 -0.5%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$2.02M +$618K +35,829 +46%
CA
124
Capital Advantage
California
$1.99M -$32.4K -1,875 -2%
FC
125
Forte Capital
New York
$1.99M +$67.6K +3,918 +4%