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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
101
Pittenger & Anderson Inc
Nebraska
$8.18M +$55K +2,382 +0.6%
HWM
102
HB Wealth Management
Georgia
$8.06M +$5.75M +249,108 +183%
PFM
103
Peak Financial Management
Massachusetts
$7.9M +$71.2K +3,084 +0.8%
APW
104
Aurora Private Wealth
New Jersey
$7.81M +$138K +5,979 +2%
HFS
105
Horizon Financial Services
North Carolina
$7.74M +$17.2K +747 +0.2%
SJIM
106
St. Johns Investment Management
Florida
$7.63M -$182K -7,872 -2%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$7.42M -$246K -10,677 -3%
BAM
108
Berkshire Asset Management
Pennsylvania
$7.28M +$856K +37,086 +12%
CCA
109
Clearwater Capital Advisors
Illinois
$7.24M -$373K -16,176 -4%
ATWA
110
Arbor Trust Wealth Advisors
Michigan
$7.24M +$115K +4,983 +1%
SIG
111
Spinnaker Investment Group
California
$7.17M -$612K -26,508 -7%
LCC
112
Lincoln Capital Corp
Rhode Island
$7.14M +$158K +6,843 +2%
TPW
113
Tiller Private Wealth
Pennsylvania
$7.14M +$879K +38,112 +13%
LF
114
Lee Financial
Texas
$7.06M -$204K -8,826 -3%
UCFA
115
United Capital Financial Advisors
Texas
$7M -$3.28M -141,945 -30%
EVM
116
Eaton Vance Management
Massachusetts
$6.77M +$234K +10,128 +3%
CA
117
Capital Advantage
California
$6.76M +$279K +12,072 +4%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$6.75M -$364K -15,789 -5%
MWM
119
Meridian Wealth Management
Kentucky
$6.74M +$6.11M +264,657 +458%
TLP
120
Trinity Legacy Partners
Texas
$6.66M -$6.65K -288 -0.1%
MWP
121
Meridian Wealth Partners
Pennsylvania
$6.6M -$610K -26,445 -8%
RWA
122
Rainsberger Wealth Advisors
Colorado
$6.59M -$2.98K -129 -0%
RRC
123
Relaxing Retirement Coach
Massachusetts
$6.53M -$251K -10,869 -3%
EE
124
EWG Elevate
California
$6.49M +$102K +4,404 +1%
NCMW
125
Northern Capital Management (Washington)
Washington
$6.47M -$1.89M -82,026 -21%