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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
126
Summit Financial Wealth Advisors
Louisiana
$1.97M +$163K +9,447 +9%
AIM
127
Anchor Investment Management
South Carolina
$1.96M +$1.41M +81,774 +283%
AOWM
128
Alpha Omega Wealth Management
Virginia
$1.92M -$1.66K -96 -0.1%
AF
129
Advisornet Financial
Minnesota
$1.91M +$1.86M +107,556 New
PFT
130
Providence First Trust
Arizona
$1.9M -$438K -25,356 -19%
AG
131
Advisor Group
Arizona
$1.8M +$475K +27,549 +37%
HIC
132
Hartline Investment Corp
Illinois
$1.78M -$55.7K -3,228 -3%
SWM
133
SeaCrest Wealth Management
New York
$1.77M +$1.72M +99,801 New
AMM
134
American Money Management
California
$1.75M -$17.4K -1,011 -1%
CHA
135
Carmichael Hill & Associates
Maryland
$1.74M +$1.69M +98,190 New
FBB
136
Fulton Breakefield Broenniman
Maryland
$1.71M +$273K +15,810 +20%
TW
137
Transform Wealth
Colorado
$1.7M +$1.35K +78 +0.1%
WIC
138
Whitegate Investment Counselors
New Hampshire
$1.69M +$7.92K +459 +0.5%
Brown Advisory
139
Brown Advisory
Maryland
$1.69M -$49.6K -2,877 -3%
BIA
140
Bigelow Investment Advisors
Maine
$1.68M +$1.63M +94,359 New
APSP
141
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.67M +$748K +43,335 +85%
B
142
Brightworth
Georgia
$1.63M +$97.8K +5,670 +7%
LCC
143
Lincoln Capital Corp
Rhode Island
$1.62M +$9.32K +540 +0.6%
PAG
144
Private Advisor Group
New Jersey
$1.61M -$347K -20,088 -18%
KIA
145
KCM Investment Advisors
California
$1.6M +$155 +9 +0%
IF
146
Ironwood Financial
Arizona
$1.55M +$48.3K +2,799 +3%
ACM
147
Armbruster Capital Management
New York
$1.54M +$4.4K +255 +0.3%
US Bancorp
148
US Bancorp
Minnesota
$1.54M -$38.2K -2,211 -2%
AA
149
Alesco Advisors
New York
$1.53M +$4.19K +243 +0.3%
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M -$16.5K -957 -1%