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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATWA
101
Arbor Trust Wealth Advisors
Michigan
$11M +$361K +12,674 +3%
BIG
102
Bush Investment Group
Georgia
$10.7M +$22.6K +792 +0.2%
TCM
103
Towercrest Capital Management
Pennsylvania
$10.4M -$91.7K -3,220 -0.8%
AWMG
104
Alliance Wealth Management Group
New Jersey
$10.4M -$84.7K -2,971 -0.8%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$10.4M +$213K +7,461 +2%
WTC
106
WhitTier Trust Company
Nevada
$10.3M -$3.68K -129 -0%
PFM
107
Peak Financial Management
Massachusetts
$10.2M -$90.8K -3,185 -0.9%
CA
108
Clearstead Advisors
Ohio
$10.1M -$709K -24,880 -6%
FCM
109
Fortis Capital Management
Washington
$10.1M +$525K +18,431 +5%
LPAM
110
Lodestar Private Asset Management
California
$10.1M +$610K +21,394 +6%
NSAM
111
North Star Asset Management
Wisconsin
$10.1M -$82.5K -2,894 -0.8%
CKAIS
112
Christensen King & Associates Investment Services
Washington
$10M +$116K +4,073 +1%
TPW
113
Tiller Private Wealth
Pennsylvania
$9.97M +$161K +5,649 +2%
NFG
114
Nadler Financial Group
Illinois
$9.97M +$279K +9,778 +3%
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$9.7M +$293K +10,300 +3%
Osaic Holdings
116
Osaic Holdings
Arizona
$9.55M -$1.36M -47,777 -12%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$9.45M +$144K +5,046 +2%
LCC
118
Lincoln Capital Corp
Rhode Island
$9.43M -$85.8K -3,012 -0.9%
SWA
119
Sightline Wealth Advisors
Connecticut
$9.41M -$55.3K -1,942 -0.6%
AWM
120
Avior Wealth Management
Nebraska
$9.28M +$103K +3,628 +1%
HWM
121
HB Wealth Management
Georgia
$9.22M +$19.7K +692 +0.2%
BSAM
122
Blue Square Asset Management
New York
$9.18M +$204K +7,143 +2%
PTCG
123
Pring Turner Capital Group
California
$9.14M -$597K -20,947 -6%
LF
124
Lee Financial
Texas
$9.13M -$86.9K -3,050 -0.9%
SF
125
Schaeffer Financial
Maryland
$8.94M +$140K +4,929 +2%