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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$9.28M -$208K -9,021 -2%
CPIG
102
Chicago Partners Investment Group
Illinois
$8.85M +$736K +31,965 +9%
DAS
103
Dynamic Advisor Solutions
Arizona
$8.79M +$6.15M +267,261 +220%
BAM
104
Berkshire Asset Management
Pennsylvania
$8.78M +$39.6K +1,719 +0.4%
SJIM
105
St. Johns Investment Management
Florida
$8.77M +$177K +7,695 +2%
SIG
106
Spinnaker Investment Group
California
$8.76M +$145K +6,291 +2%
ACA
107
Affinity Capital Advisors
California
$8.4M -$1.19M -51,825 -12%
PFM
108
Peak Financial Management
Massachusetts
$8.32M +$18.4K +801 +0.2%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.27M +$8.42M +365,670 New
CCA
110
Clearwater Capital Advisors
Illinois
$8.24M -$116K -5,022 -1%
RWP
111
Revolve Wealth Partners
New Jersey
$8.11M -$3.85M -166,992 -32%
TPW
112
Tiller Private Wealth
Pennsylvania
$8.1M +$119K +5,151 +1%
NSAM
113
North Star Asset Management
Wisconsin
$7.98M -$191K -8,289 -2%
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$7.89M -$58.2K -2,526 -0.7%
LCC
115
Lincoln Capital Corp
Rhode Island
$7.81M -$10.4K -450 -0.1%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$7.79M +$3.14M +136,347 +65%
HWM
117
HB Wealth Management
Georgia
$7.56M -$364K -15,795 -5%
SC
118
Savant Capital
Illinois
$7.47M -$2M -86,736 -21%
AAS
119
Ameritas Advisory Services
Nebraska
$7.45M -$4.17M -180,936 -35%
AIM
120
Anchor Investment Management
South Carolina
$7.42M +$98.2K +4,266 +1%
LF
121
Lee Financial
Texas
$7.31M -$71.6K -3,111 -1%
WTC
122
WhitTier Trust Company
Nevada
$7.25M +$21.1K +918 +0.3%
RWA
123
Rainsberger Wealth Advisors
Colorado
$7.16M +$61.9K +2,688 +0.9%
SWA
124
Sightline Wealth Advisors
Connecticut
$7.16M -$91.5K -3,972 -1%
CAM
125
Cresset Asset Management
Illinois
$7.07M +$40.7K +1,767 +0.6%