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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
126
Missouri Trust & Investment Company
Missouri
$12.4M -$285K -8,269 -2%
NFG
127
Nadler Financial Group
Illinois
$12.3M +$3.51K +102 +0%
MIA
128
Milestone Investment Advisors
Wisconsin
$12.3M -$150K -4,366 -1%
LIM
129
Leavell Investment Management
Alabama
$12.2M -$114K -3,301 -1%
Truist Financial
130
Truist Financial
North Carolina
$12.2M +$196K +5,697 +2%
BDF
131
Black Diamond Financial
Maryland
$11.9M +$1.94M +56,282 +21%
SWA
132
Sightline Wealth Advisors
Connecticut
$11.9M -$323K -9,372 -3%
PMG
133
ProVise Management Group
Florida
$11.8M -$416K -12,095 -4%
OG
134
Odyssey Group
Pennsylvania
$11.7M +$10.9M +317,388 New
LF
135
Lee Financial
Texas
$11.7M -$4.58K -133 -0%
HSA
136
HBK Sorce Advisory
Pennsylvania
$11.6M -$145K -4,221 -1%
BWM
137
Bernard Wealth Management
Michigan
$11.5M +$106K +3,067 +1%
BSAM
138
Blue Square Asset Management
New York
$11.5M +$163K +4,743 +2%
LFG
139
Larson Financial Group
Missouri
$11.4M -$681K -19,774 -6%
MSFS
140
Main Street Financial Solutions
Pennsylvania
$11.4M +$547K +15,907 +5%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$11.4M +$8.3M +241,217 +359%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$11.3M +$1.31M +38,202 +14%
GCA
143
Gradient Capital Advisors
California
$11.1M -$317K -9,213 -3%
TPW
144
Tiller Private Wealth
Pennsylvania
$11M -$753K -21,881 -7%
AF
145
Allworth Financial
California
$10.8M -$581K -16,872 -5%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$10.7M -$63.7M -1,849,425 -86%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$10.5M -$144K -4,185 -1%
PIMG
148
Patriot Investment Management Group
Tennessee
$10.3M -$6.4K -186 -0.1%
MS
149
Monetary Solutions
Ohio
$10.3M -$748K -21,730 -7%
PVAMC
150
PPS&V Asset Management Consultants
Michigan
$10M +$242K +7,043 +3%