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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
101
Spinnaker Investment Group
California
$9.09M +$241K +10,170 +3%
SJIM
102
St. Johns Investment Management
Florida
$9.08M -$69.3K -2,925 -0.7%
TLP
103
Trinity Legacy Partners
Texas
$9.01M +$2.29M +96,480 +32%
PWA
104
Pillar Wealth Advisors
Pennsylvania
$8.97M -$339K -14,289 -3%
CMP
105
Courage Miller Partners
Virginia
$8.79M +$2.03M +85,758 +28%
VFPW
106
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.54M +$298K +12,588 +3%
PTCG
107
Pring Turner Capital Group
California
$8.49M +$4.24M +179,112 +91%
PFM
108
Peak Financial Management
Massachusetts
$8.43M +$143K +6,015 +2%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$8.38M -$2.04M -86,106 -19%
CCA
110
Clearwater Capital Advisors
Illinois
$8.31M +$20.5K +867 +0.2%
PSP
111
Pacific Sage Partners
Washington
$8.29M +$3.36M +141,780 +63%
BSAM
112
Blue Square Asset Management
New York
$8.23M +$2.17M +91,749 +34%
NSAM
113
North Star Asset Management
Wisconsin
$8.14M -$1.56K -66 -0%
TPW
114
Tiller Private Wealth
Pennsylvania
$8.12M +$114K +4,818 +1%
ATWA
115
Arbor Trust Wealth Advisors
Michigan
$8.11M +$216K +9,114 +3%
NFG
116
Nadler Financial Group
Illinois
$7.89M -$3.95M -166,737 -32%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$7.78M +$2.36M +99,567 +41%
LCC
118
Lincoln Capital Corp
Rhode Island
$7.68M -$188K -7,944 -2%
HWM
119
HB Wealth Management
Georgia
$7.51M +$8.81K +372 +0.1%
PIMG
120
Patriot Investment Management Group
Tennessee
$7.41M -$5.25M -221,592 -40%
CAM
121
Cresset Asset Management
Illinois
$7.35M +$541K +22,815 +8%
FCM
122
Fortis Capital Management
Washington
$7.34M +$671K +28,329 +10%
AIM
123
Anchor Investment Management
South Carolina
$7.32M -$80.9K -3,414 -1%
WTC
124
WhitTier Trust Company
Nevada
$7.31M +$78.2K +3,300 +1%
LF
125
Lee Financial
Texas
$7.24M -$141K -5,931 -2%