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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EE
126
EWG Elevate
California
$4.64M +$169K +9,105 +4%
MIS
127
Morningstar Investment Services
Illinois
$4.57M +$812K +43,839 +21%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$4.52M -$88.4K -4,773 -2%
ACWM
129
Adams Chetwood Wealth Management
North Carolina
$4.39M +$32.5K +1,752 +0.7%
NDSI
130
Newman Dignan & Sheerar Inc
Rhode Island
$4.34M -$14.1K -759 -0.3%
SL
131
Systelligence LLC
Minnesota
$4.31M -$3.51M -189,231 -45%
BDF
132
Black Diamond Financial
Maryland
$4.24M -$10.8K -585 -0.3%
SWM
133
Sculati Wealth Management
Michigan
$4.23M -$62.6K -3,381 -1%
CA
134
Capital Advantage
California
$4.13M +$137K +7,383 +4%
WMG
135
WESCAP Management Group
California
$4.06M -$288K -15,552 -7%
SFWC
136
Strategic Family Wealth Counselors
New Jersey
$4.04M +$433K +23,400 +12%
PFA
137
Pure Financial Advisors
California
$4.03M -$264K -14,229 -6%
CWA
138
Carolina Wealth Advisors
South Carolina
$4M +$120K +6,489 +3%
BP
139
Broadleaf Partners
Ohio
$3.99M +$76K +4,101 +2%
APSP
140
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.96M +$2K +108 +0.1%
JWS
141
Juncture Wealth Strategies
Arizona
$3.96M -$500K -27,006 -11%
GCA
142
Gradient Capital Advisors
California
$3.83M +$30K +1,620 +0.8%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$3.8M -$6.17K -333 -0.2%
WTC
144
WhitTier Trust Company
Nevada
$3.69M +$412K +22,260 +13%
TYCC
145
Texas Yale Capital Corp
Florida
$3.68M -$22.1K -1,194 -0.6%
Citadel Advisors
146
Citadel Advisors
Florida
$3.65M +$3.65M +197,178 New
TFS
147
TrustCore Financial Services
Tennessee
$3.58M -$446K -24,096 -11%
ASN
148
Advisory Services Network
Georgia
$3.55M -$128K -6,930 -3%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$3.53M +$474K +25,599 +15%
QAM
150
QCI Asset Management
New York
$3.38M +$84.6K +4,566 +3%