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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$9.82M +$431K +20,682 +5%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$9.7M +$112K +5,394 +1%
PFM
103
Peak Financial Management
Massachusetts
$9.44M +$153K +7,341 +2%
IAS
104
IMA Advisory Services
Colorado
$9.27M +$74.6K +3,579 +0.9%
SJIM
105
St. Johns Investment Management
Florida
$9.07M -$2.3M -110,070 -22%
EWA
106
Exencial Wealth Advisors
Oklahoma
$8.97M +$6.57K +315 +0.1%
LIM
107
Lathrop Investment Management
Arkansas
$8.97M -$181K -8,667 -2%
OWA
108
Opal Wealth Advisors
New York
$8.97M +$8.23M +394,731 New
SAF
109
Smith Anglin Financial
Texas
$8.8M +$8.08M +387,270 New
VNA
110
Valley National Advisers
Pennsylvania
$8.77M +$34.1K +1,635 +0.4%
MWP
111
Meridian Wealth Partners
Pennsylvania
$8.67M -$89.5K -4,293 -1%
LF
112
Lee Financial
Texas
$8.61M -$1.16M -55,692 -13%
KF
113
Krilogy Financial
Missouri
$8.2M -$169K -8,118 -2%
CCA
114
Clearwater Capital Advisors
Illinois
$8.07M +$227K +10,869 +3%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$8M -$468K -22,425 -6%
EVM
116
Eaton Vance Management
Massachusetts
$7.96M +$242K +11,625 +3%
RCA
117
Reitz Capital Advisors
Michigan
$7.89M +$392K +18,789 +6%
ACA
118
Affinity Capital Advisors
California
$7.77M +$707K +33,900 +11%
Koshinski Asset Management
119
Koshinski Asset Management
Illinois
$7.72M +$292K +13,998 +4%
RRC
120
Relaxing Retirement Coach
Massachusetts
$7.72M -$7.1M -340,551 -50%
SWA
121
Sightline Wealth Advisors
Connecticut
$7.7M +$7.06M +338,601 New
MMA
122
Miracle Mile Advisors
California
$7.51M +$367K +17,616 +6%
PAI
123
Pittenger & Anderson Inc
Nebraska
$7.36M +$2.88K +138 +0%
LCC
124
Lincoln Capital Corp
Rhode Island
$7.32M -$109K -5,235 -2%
ECM
125
Exchange Capital Management
Michigan
$7.08M -$72.2K -3,462 -1%