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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$11.1M -$263K -10,326 -2%
AWMG
102
Alliance Wealth Management Group
New Jersey
$11.1M -$263K -10,323 -2%
SIG
103
Spinnaker Investment Group
California
$11.1M +$242K +9,504 +2%
TLP
104
Trinity Legacy Partners
Texas
$11M -$1.48M -57,927 -13%
BSAM
105
Blue Square Asset Management
New York
$10.8M -$2.06M -80,661 -17%
PSP
106
Pacific Sage Partners
Washington
$10.7M -$9.64K -378 -0.1%
BIG
107
Bush Investment Group
Georgia
$10.3M +$118K +4,614 +1%
WTC
108
WhitTier Trust Company
Nevada
$10.3M -$35.7K -1,398 -0.4%
CCA
109
Clearwater Capital Advisors
Illinois
$10.2M +$17.9K +702 +0.2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$10.1M -$1.48M -57,999 -13%
PFM
111
Peak Financial Management
Massachusetts
$9.96M -$27.2K -1,068 -0.3%
TC
112
TownSquare Capital
Utah
$9.93M +$9.11M +357,282 +4,201%
NSAM
113
North Star Asset Management
Wisconsin
$9.92M +$15.8K +621 +0.2%
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$9.9M +$208K +8,148 +2%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$9.78M +$175K +6,873 +2%
NFG
116
Nadler Financial Group
Illinois
$9.57M -$22.6K -885 -0.3%
TPW
117
Tiller Private Wealth
Pennsylvania
$9.46M -$328K -12,843 -4%
LCC
118
Lincoln Capital Corp
Rhode Island
$9.19M -$94.1K -3,690 -1%
LF
119
Lee Financial
Texas
$9.19M -$35.8K -1,404 -0.4%
PWA
120
Pillar Wealth Advisors
Pennsylvania
$9.17M -$733K -28,728 -8%
FCM
121
Fortis Capital Management
Washington
$9.13M +$161K +6,330 +2%
SF
122
Schaeffer Financial
Maryland
$9.11M -$26.2K -1,029 -0.3%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$9.03M -$440K -17,259 -5%
HWM
124
HB Wealth Management
Georgia
$9.01M +$153 +6 +0%
SWA
125
Sightline Wealth Advisors
Connecticut
$8.92M +$108K +4,221 +1%