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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Pillar Wealth Advisors
Pennsylvania
$9.75M -$330K -14,637 -3%
SJIM
102
St. Johns Investment Management
Florida
$9.6M +$397K +17,622 +5%
BAM
103
Berkshire Asset Management
Pennsylvania
$9.58M +$370K +16,410 +4%
SIG
104
Spinnaker Investment Group
California
$9.33M +$127K +5,616 +1%
PFM
105
Peak Financial Management
Massachusetts
$8.7M -$3.99K -177 -0%
CCA
106
Clearwater Capital Advisors
Illinois
$8.7M +$65.4K +2,904 +0.8%
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.66M +$6.08K +270 +0.1%
MMA
108
Miracle Mile Advisors
California
$8.58M -$2.21M -97,872 -21%
NSAM
109
North Star Asset Management
Wisconsin
$8.54M +$178K +7,914 +2%
TPW
110
Tiller Private Wealth
Pennsylvania
$8.4M -$73.2K -3,249 -0.9%
Lido Advisors
111
Lido Advisors
California
$8.38M +$3.53M +156,822 +63%
ATWA
112
Arbor Trust Wealth Advisors
Michigan
$8.29M +$28.7K +1,275 +0.4%
LCC
113
Lincoln Capital Corp
Rhode Island
$8.24M +$62.3K +2,766 +0.8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$8.18M +$16.4K +729 +0.2%
SC
115
Savant Capital
Illinois
$8.03M +$197K +8,757 +3%
Truist Financial
116
Truist Financial
North Carolina
$7.88M -$2.77M -122,838 -27%
HWM
117
HB Wealth Management
Georgia
$7.87M -$45K -1,998 -0.6%
PA
118
Procyon Advisors
Connecticut
$7.78M +$463K +20,562 +7%
AIM
119
Anchor Investment Management
South Carolina
$7.76M -$5.95K -264 -0.1%
LF
120
Lee Financial
Texas
$7.73M +$76.2K +3,381 +1%
WTC
121
WhitTier Trust Company
Nevada
$7.59M -$5.75K -255 -0.1%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$7.47M +$91.8K +4,074 +1%
SWA
123
Sightline Wealth Advisors
Connecticut
$7.28M +$117K +5,184 +2%
RWA
124
Rainsberger Wealth Advisors
Colorado
$7.25M -$235K -10,413 -3%
AWM
125
Avior Wealth Management
Nebraska
$7.21M +$241K +10,701 +4%