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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$3.12M +$16.6K +948 +0.5%
Mariner
127
Mariner
Kansas
$3.1M +$2.26M +129,354 +200%
DC
128
Davenport & Co
Virginia
$3.09M +$505K +28,899 +18%
SFS
129
Sowell Financial Services
Arkansas
$3.05M +$3.33M +190,635 New
GCA
130
Gradient Capital Advisors
California
$3.04M +$263K +15,036 +9%
EFS
131
Econ Financial Services
Pennsylvania
$2.98M +$3.26M +186,777 New
PAG
132
Pinnacle Advisory Group
Maryland
$2.87M +$191K +10,932 +6%
JWS
133
Juncture Wealth Strategies
Arizona
$2.85M +$1.47M +84,033 +89%
SAM
134
Smithbridge Asset Management
Pennsylvania
$2.84M +$77.7K +4,449 +3%
APSP
135
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.81M -$24.1K -1,377 -0.8%
BP
136
Broadleaf Partners
Ohio
$2.8M +$85.2K +4,875 +3%
FWP
137
FAS Wealth Partners
Kansas
$2.79M -$47.3K -2,709 -2%
AFS
138
Access Financial Services
Minnesota
$2.61M -$831K -47,580 -23%
CCM
139
Condor Capital Management
New Jersey
$2.59M +$43.9K +2,514 +2%
AFG
140
Albion Financial Group
Utah
$2.57M -$69.3K -3,969 -2%
CCA
141
Clearwater Capital Advisors
Illinois
$2.53M +$901K +51,591 +48%
IAS
142
IMA Advisory Services
Colorado
$2.52M +$1.2M +68,709 +77%
WP
143
WealthSource Partners
California
$2.51M +$45.5K +2,604 +2%
FHB
144
First Hawaiian Bank
Hawaii
$2.48M +$15.9K +909 +0.6%
WT
145
Whittier Trust
California
$2.46M +$2.69M +154,050 New
PFT
146
Providence First Trust
Arizona
$2.43M +$91.3K +5,226 +4%
AIM
147
Anchor Investment Management
South Carolina
$2.42M -$678K -38,826 -20%
BC
148
Bartlett & Co
Ohio
$2.4M +$1.55M +88,794 +145%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$2.4M +$1.55M +88,794 +145%
PCMC
150
Private Capital Management (Colorado)
Colorado
$2.4M +$2.62M +149,937 New