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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
101
Alliance Wealth Management Group
New Jersey
$10.3M -$365K -13,956 -3%
TC
102
TownSquare Capital
Utah
$10.2M +$732K +27,993 +8%
ATWA
103
Arbor Trust Wealth Advisors
Michigan
$9.96M +$172K +6,579 +2%
BIG
104
Bush Investment Group
Georgia
$9.94M +$64K +2,445 +0.6%
BFG
105
Berger Financial Group
Minnesota
$9.87M +$1.99M +76,185 +25%
CA
106
Clearstead Advisors
Ohio
$9.8M +$3.32M +126,792 +50%
WTC
107
WhitTier Trust Company
Nevada
$9.79M -$29.7K -1,137 -0.3%
CCA
108
Clearwater Capital Advisors
Illinois
$9.78M +$21.3K +813 +0.2%
NYLIM
109
New York Life Investment Management
New York
$9.76M +$2.98M +114,030 +43%
PFM
110
Peak Financial Management
Massachusetts
$9.58M +$56K +2,139 +0.6%
Osaic Holdings
111
Osaic Holdings
Arizona
$9.56M -$1.66M -63,291 -15%
NSAM
112
North Star Asset Management
Wisconsin
$9.4M -$84.7K -3,237 -0.9%
CKAIS
113
Christensen King & Associates Investment Services
Washington
$9.35M +$2.12K +81 +0%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$9.26M +$630K +24,084 +7%
NFG
115
Nadler Financial Group
Illinois
$9.11M -$34.5K -1,320 -0.4%
TPW
116
Tiller Private Wealth
Pennsylvania
$8.95M -$90.6K -3,462 -1%
FCM
117
Fortis Capital Management
Washington
$8.87M +$142K +5,415 +2%
LCC
118
Lincoln Capital Corp
Rhode Island
$8.83M +$46.4K +1,773 +0.5%
SWA
119
Sightline Wealth Advisors
Connecticut
$8.81M +$287K +10,971 +3%
LF
120
Lee Financial
Texas
$8.71M -$103K -3,945 -1%
HWM
121
HB Wealth Management
Georgia
$8.61M -$3.69K -141 -0%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$8.61M -$1.08M -41,337 -11%
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$8.6M +$362K +13,818 +4%
AWM
124
Avior Wealth Management
Nebraska
$8.57M +$417K +15,933 +5%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$8.37M -$3.36M -128,550 -29%