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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
126
Johnson Investment Counsel
Ohio
$4.58M +$717K +44,004 +20%
AIM
127
Anchor Investment Management
South Carolina
$4.56M -$440 -27 -0%
HWA
128
Hilltop Wealth Advisors
North Carolina
$4.49M +$4.18M +256,215 New
FANJ
129
Financial Architects (New Jersey)
New Jersey
$4.37M +$431K +26,439 +12%
NDSI
130
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M -$72.7K -4,458 -2%
APW
131
Aurora Private Wealth
New Jersey
$4.35M -$2.93M -179,694 -42%
PAG
132
Pinnacle Advisory Group
Maryland
$4.25M +$136K +8,361 +4%
EE
133
EWG Elevate
California
$4.25M +$50.1K +3,072 +1%
JWS
134
Juncture Wealth Strategies
Arizona
$4.23M -$286K -17,547 -7%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$4.13M +$844K +51,774 +28%
ACWM
136
Adams Chetwood Wealth Management
North Carolina
$4.13M -$3.18K -195 -0.1%
WMG
137
WESCAP Management Group
California
$4.13M -$1.08M -66,000 -22%
SWM
138
Sculati Wealth Management
Michigan
$4.07M -$164K -10,080 -4%
PFA
139
Pure Financial Advisors
California
$4.07M +$474K +29,064 +14%
BDF
140
Black Diamond Financial
Maryland
$4.04M -$1.5M -92,046 -29%
TFS
141
TrustCore Financial Services
Tennessee
$3.82M -$448K -27,480 -11%
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.76M +$292K +17,916 +9%
BP
143
Broadleaf Partners
Ohio
$3.71M -$53.8K -3,300 -2%
CWA
144
Carolina Wealth Advisors
South Carolina
$3.68M +$38.9K +2,385 +1%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$3.61M -$1.89M -115,770 -36%
GCA
146
Gradient Capital Advisors
California
$3.6M -$41.9K -2,568 -1%
CA
147
Capital Advantage
California
$3.59M -$20.5K -1,257 -0.6%
MIS
148
Morningstar Investment Services
Illinois
$3.53M +$3.33M +204,078 New
TYCC
149
Texas Yale Capital Corp
Florida
$3.51M +$205K +12,579 +7%
SAM
150
Smithbridge Asset Management
Pennsylvania
$3.51M -$119K -7,275 -4%