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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
101
Brand Asset Management Group
Missouri
$11.3M +$3.07M +105,568 +38%
LA
102
LexAurum Advisors
Kansas
$11.3M +$541K +18,588 +5%
FFA
103
Farther Finance Advisors
California
$11.3M +$106K +3,647 +1%
BIG
104
Bush Investment Group
Georgia
$11.2M +$451K +15,509 +4%
PMG
105
ProVise Management Group
Florida
$11M -$751K -25,804 -6%
HSA
106
HBK Sorce Advisory
Pennsylvania
$10.9M -$776K -26,663 -7%
OFG
107
Omega Financial Group
California
$10.9M -$99.7K -3,426 -0.9%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$10.8M -$571K -19,615 -5%
NSAM
109
North Star Asset Management
Wisconsin
$10.7M -$15.4K -528 -0.1%
WTC
110
WhitTier Trust Company
Nevada
$10.7M -$196K -6,750 -2%
NFG
111
Nadler Financial Group
Illinois
$10.6M -$72.7K -2,497 -0.7%
EGWAG
112
Elwood & Goetz Wealth Advisory Group
Georgia
$10.6M -$19.5M -668,568 -65%
TPW
113
Tiller Private Wealth
Pennsylvania
$10.6M -$27.7K -952 -0.3%
LIM
114
Leavell Investment Management
Alabama
$10.6M -$365K -12,549 -3%
CA
115
Clearstead Advisors
Ohio
$10.5M -$59.3K -2,038 -0.6%
CKAIS
116
Christensen King & Associates Investment Services
Washington
$10.5M +$37.8K +1,299 +0.4%
WANY
117
Wealthspire Advisors (New York)
New York
$10.4M +$47.7K +1,640 +0.5%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$10.4M -$36.9K -1,266 -0.4%
KCPG
119
Kavar Capital Partners Group
Kansas
$10.2M +$906K +31,136 +10%
SWA
120
Sightline Wealth Advisors
Connecticut
$10.2M -$60.7K -2,086 -0.6%
MIA
121
Milestone Investment Advisors
Wisconsin
$10.1M -$75.5K -2,594 -0.8%
LFG
122
Larson Financial Group
Missouri
$10M -$471K -16,189 -5%
MCC
123
Money Concepts Capital
Florida
$10M +$261K +8,977 +3%
LCC
124
Lincoln Capital Corp
Rhode Island
$9.98M -$4.54K -156 -0%
AWM
125
Avior Wealth Management
Nebraska
$9.94M +$26.1K +895 +0.3%