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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$10.6M +$109K +4,743 +1%
AWMG
102
Alliance Wealth Management Group
New Jersey
$10.5M +$9.62M +420,003 New
CMP
103
Courage Miller Partners
Virginia
$10.2M +$392K +17,127 +4%
SIG
104
Spinnaker Investment Group
California
$10M -$83.2K -3,633 -0.9%
SJIM
105
St. Johns Investment Management
Florida
$9.98M -$117K -5,085 -1%
PSP
106
Pacific Sage Partners
Washington
$9.9M +$616K +26,874 +7%
WTC
107
WhitTier Trust Company
Nevada
$9.54M +$1.28M +56,052 +17%
CCA
108
Clearwater Capital Advisors
Illinois
$9.42M +$164K +7,146 +2%
BIG
109
Bush Investment Group
Georgia
$9.35M +$8.62M +376,059 New
PFM
110
Peak Financial Management
Massachusetts
$9.24M -$127K -5,556 -1%
ATWA
111
Arbor Trust Wealth Advisors
Michigan
$9.24M +$197K +8,595 +2%
PWA
112
Pillar Wealth Advisors
Pennsylvania
$9.21M -$703K -30,693 -8%
NSAM
113
North Star Asset Management
Wisconsin
$9.16M +$96.5K +4,212 +1%
TPW
114
Tiller Private Wealth
Pennsylvania
$9.07M +$37.5K +1,635 +0.5%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$8.87M +$8.1M +353,448 New
NFG
116
Nadler Financial Group
Illinois
$8.87M +$83K +3,624 +1%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$8.79M +$120K +5,223 +2%
LCC
118
Lincoln Capital Corp
Rhode Island
$8.6M +$47.7K +2,082 +0.6%
LF
119
Lee Financial
Texas
$8.53M +$440K +19,203 +6%
SF
120
Schaeffer Financial
Maryland
$8.45M +$7.71M +336,606 New
HWM
121
HB Wealth Management
Georgia
$8.33M -$17K -741 -0.2%
FCM
122
Fortis Capital Management
Washington
$8.29M +$108K +4,713 +1%
AIM
123
Anchor Investment Management
South Carolina
$8.17M +$19.8K +864 +0.3%
SWA
124
Sightline Wealth Advisors
Connecticut
$8.14M +$141K +6,150 +2%
PIMG
125
Patriot Investment Management Group
Tennessee
$8.12M -$115K -5,007 -2%