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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$10M +$411K +16,926 +4%
IAS
102
IMA Advisory Services
Colorado
$9.83M -$281K -11,565 -3%
AllianceBernstein
103
AllianceBernstein
Tennessee
$9.77M +$9.16M +377,622 +2,319%
PFM
104
Peak Financial Management
Massachusetts
$9.65M -$633K -26,085 -6%
SJIM
105
St. Johns Investment Management
Florida
$9.41M -$481K -19,839 -5%
KF
106
Krilogy Financial
Missouri
$9.14M +$194K +8,010 +2%
LF
107
Lee Financial
Texas
$9.08M -$308K -12,702 -3%
MWP
108
Meridian Wealth Partners
Pennsylvania
$9.07M -$390K -16,089 -4%
ACA
109
Affinity Capital Advisors
California
$9.01M +$517K +21,318 +6%
LIM
110
Lathrop Investment Management
Arkansas
$8.87M -$907K -37,374 -9%
MMA
111
Miracle Mile Advisors
California
$8.78M +$566K +23,316 +7%
CWM
112
Curi Wealth Management
North Carolina
$8.62M +$979K +40,344 +13%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$8.53M +$96.7K +3,987 +1%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$8.45M +$1.12M +46,323 +16%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$8.42M -$302K -12,441 -4%
EVM
116
Eaton Vance Management
Massachusetts
$8.36M -$317K -13,050 -4%
PAI
117
Pittenger & Anderson Inc
Nebraska
$8.34M +$305K +12,576 +4%
RRC
118
Relaxing Retirement Coach
Massachusetts
$8.32M -$102K -4,206 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$8.21M +$648K +26,703 +9%
CCA
120
Clearwater Capital Advisors
Illinois
$8.15M -$652K -26,877 -8%
ATWA
121
Arbor Trust Wealth Advisors
Michigan
$7.94M +$951K +39,195 +14%
JIC
122
Johnson Investment Counsel
Ohio
$7.88M +$1.06M +43,875 +16%
LCC
123
Lincoln Capital Corp
Rhode Island
$7.83M -$163K -6,723 -2%
SWA
124
Sightline Wealth Advisors
Connecticut
$7.79M -$623K -25,665 -8%
TLP
125
Trinity Legacy Partners
Texas
$7.78M -$63.5K -2,619 -0.9%