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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Berkshire Asset Management
Pennsylvania
$3.98M +$134K +7,155 +4%
LFAS
127
Level Four Advisory Services
Texas
$3.93M -$289K -15,453 -7%
PAG
128
Private Advisor Group
New Jersey
$3.91M +$357K +19,095 +10%
CFA
129
Cahill Financial Advisors
Minnesota
$3.89M +$65K +3,477 +2%
NWS
130
Newport Wealth Strategies
California
$3.85M +$26.5K +1,419 +0.7%
EFS
131
Econ Financial Services
Pennsylvania
$3.81M +$928K +49,617 +33%
VBFG
132
Vishria Bird Financial Group
Tennessee
$3.76M +$62.5K +3,339 +2%
Jane Street
133
Jane Street
New York
$3.73M -$6.45M -344,865 -64%
APSP
134
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.67M +$116K +6,207 +3%
NSAM
135
North Star Asset Management
Wisconsin
$3.64M +$2.88M +154,068 +414%
BP
136
Broadleaf Partners
Ohio
$3.62M +$224K +11,958 +7%
SAM
137
Smithbridge Asset Management
Pennsylvania
$3.57M +$135K +7,200 +4%
OCM
138
One Capital Management
California
$3.57M +$140K +7,482 +4%
GCA
139
Gradient Capital Advisors
California
$3.56M +$62.2K +3,327 +2%
FWP
140
FAS Wealth Partners
Kansas
$3.51M +$89.8K +4,803 +3%
QAM
141
QCI Asset Management
New York
$3.5M -$764K -40,824 -18%
IAS
142
IMA Advisory Services
Colorado
$3.48M +$312K +16,686 +10%
SBA
143
Secrest Blakey & Associates
North Carolina
$3.47M +$85K +4,545 +3%
SFWC
144
Strategic Family Wealth Counselors
New Jersey
$3.4M +$97K +5,184 +3%
ASN
145
Advisory Services Network
Georgia
$3.35M +$1.38M +73,509 +72%
PAG
146
Pinnacle Advisory Group
Maryland
$3.33M -$120K -6,435 -4%
APA
147
American Portfolios Advisors
New York
$3.33M +$179K +9,588 +6%
FTS
148
Fifth Third Securities
Ohio
$3.32M +$3.25M +173,709 New
DCM
149
DeGreen Capital Management
Arizona
$3.27M -$851K -45,483 -21%
BC
150
Burleson & Co
California
$3.14M -$108K -5,748 -3%