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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$2.84M +$51.7K +2,712 +2%
PFT
127
Providence First Trust
Arizona
$2.83M +$45.7K +2,400 +2%
WC
128
Westwind Capital
New Mexico
$2.83M -$99.7K -5,232 -3%
RWA
129
River Wealth Advisors
Pennsylvania
$2.74M -$18.2K -954 -0.7%
AG
130
Advisor Group
Arizona
$2.72M +$631K +33,144 +31%
HA
131
Harfst & Associates
Wyoming
$2.71M -$3.91M -205,308 -59%
PWA
132
Providence Wealth Advisors
Illinois
$2.71M +$52.2K +2,739 +2%
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$2.7M +$110K +5,766 +4%
JIC
134
Johnson Investment Counsel
Ohio
$2.7M +$693K +36,399 +35%
SWM
135
Stockman Wealth Management
Montana
$2.62M -$21.8K -1,146 -0.8%
MIAN
136
Mariner Independent Advisor Network
Kansas
$2.5M +$1.83M +95,973 +284%
MWA
137
MFA Wealth Advisors
Pennsylvania
$2.48M -$13.3M -699,174 -83%
APA
138
American Portfolios Advisors
New York
$2.47M +$944K +49,557 +63%
FC
139
Forte Capital
New York
$2.43M +$25.2K +1,323 +1%
CWM
140
Chesapeake Wealth Management
Virginia
$2.37M +$4.97K +261 +0.2%
FA
141
Fagan Associates
New York
$2.36M +$272K +14,268 +13%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$2.36M +$2.33M +122,367 New
AA
143
Advisory Alpha
Michigan
$2.32M +$60K +3,150 +3%
Goldman Sachs
144
Goldman Sachs
New York
$2.32M +$1.26K +66 +0.1%
CA
145
Capital Advantage
California
$2.32M -$27.7K -1,455 -1%
AOWM
146
Alpha Omega Wealth Management
Virginia
$2.28M +$89.4K +4,695 +4%
JFA
147
JNBA Financial Advisors
Minnesota
$2.28M +$2.25M +118,275 +69,167%
SWM
148
SeaCrest Wealth Management
New York
$2.27M +$363K +19,041 +19%
GC
149
Grimes & Company
Massachusetts
$2.24M -$21.5K -1,131 -1%
RC
150
Roundview Capital
New Jersey
$2.18M -$91K -4,779 -4%