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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
126
Foster Victor Wealth Advisors
South Carolina
$3.64M +$35.4K +1,932 +0.8%
JWS
127
Juncture Wealth Strategies
Arizona
$3.63M +$2.59M +141,561 +121%
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$3.54M -$909K -49,617 -17%
TLP
129
Trinity Legacy Partners
Texas
$3.48M -$5.86M -320,055 -55%
TFS
130
TrustCore Financial Services
Tennessee
$3.44M +$520K +28,413 +13%
SWM
131
Sculati Wealth Management
Michigan
$3.4M +$13.3K +726 +0.3%
EE
132
EWG Elevate
California
$3.36M +$1.35M +73,614 +45%
IAS
133
IMA Advisory Services
Colorado
$3.35M +$824K +45,015 +23%
FWP
134
FAS Wealth Partners
Kansas
$3.29M +$662K +36,132 +18%
PA
135
Planning Alternatives
Michigan
$3.29M +$87.2K +4,761 +2%
PAG
136
Pinnacle Advisory Group
Maryland
$3.29M +$714K +38,994 +20%
CA
137
Capital Advantage
California
$3.15M +$441K +24,066 +13%
VBFG
138
Vishria Bird Financial Group
Tennessee
$3.14M +$131K +7,137 +3%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$3.13M +$516K +28,203 +15%
JIC
140
Johnson Investment Counsel
Ohio
$3.06M -$2.75M -150,276 -41%
SFWC
141
Strategic Family Wealth Counselors
New Jersey
$3.03M +$434K +23,724 +12%
CFA
142
Cahill Financial Advisors
Minnesota
$3.03M +$179K +9,762 +5%
BP
143
Broadleaf Partners
Ohio
$3.02M +$114K +6,201 +3%
ASN
144
Advisory Services Network
Georgia
$2.97M -$158K -8,652 -4%
BAMG
145
Brand Asset Management Group
Missouri
$2.93M +$858K +46,854 +29%
GCA
146
Gradient Capital Advisors
California
$2.92M +$282K +15,384 +8%
Bank of America
147
Bank of America
North Carolina
$2.92M -$6.19M -337,854 -62%
SAM
148
Smithbridge Asset Management
Pennsylvania
$2.92M +$148K +8,106 +4%
CWA
149
Carolina Wealth Advisors
South Carolina
$2.91M +$523K +28,536 +16%
NWS
150
Newport Wealth Strategies
California
$2.86M -$486K -26,514 -12%