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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Curi Wealth Management
North Carolina
$6.98M +$6.41M +307,125 New
CMP
127
Courage Miller Partners
Virginia
$6.93M -$177K -8,466 -3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$6.91M +$177K +8,475 +3%
TLP
129
Trinity Legacy Partners
Texas
$6.9M +$642K +30,789 +11%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$6.85M -$410K -19,641 -6%
BFG
131
Berger Financial Group
Minnesota
$6.77M +$6.21M +297,837 New
KBFS
132
Kohmann Bosshard Financial Services
Ohio
$6.75M +$38.1K +1,827 +0.6%
TWM
133
Tradition Wealth Management
Minnesota
$6.44M +$5.91M +283,461 New
ATWA
134
Arbor Trust Wealth Advisors
Michigan
$6.39M +$142K +6,819 +2%
CFIA
135
Cantor Fitzgerald Investment Advisors
New York
$6.26M -$378K -18,138 -6%
JIC
136
Johnson Investment Counsel
Ohio
$6.22M +$120K +5,751 +2%
PAG
137
Pinnacle Advisory Group
Maryland
$6.19M -$1.94K -93 -0%
HWA
138
Hilltop Wealth Advisors
North Carolina
$6.11M +$90.8K +4,353 +2%
AIM
139
Anchor Investment Management
South Carolina
$6.05M +$179K +8,592 +3%
CCM
140
Colorado Capital Management
Colorado
$6.05M -$198K -9,471 -3%
APW
141
Aurora Private Wealth
New Jersey
$6.03M +$192K +9,192 +4%
SFMG
142
Sage Financial Management Group
Virginia
$5.97M +$5.48M +262,581 New
DFA
143
DHJJ Financial Advisors
Illinois
$5.71M +$5.24M +251,349 New
EE
144
EWG Elevate
California
$5.63M -$70.6K -3,387 -1%
FANJ
145
Financial Architects (New Jersey)
New Jersey
$5.58M +$22.6K +1,086 +0.4%
ACWM
146
Adams Chetwood Wealth Management
North Carolina
$5.55M +$141K +6,750 +3%
CA
147
Capital Advantage
California
$5.51M +$661K +31,716 +15%
MCC
148
Money Concepts Capital
Florida
$5.48M +$5.03M +241,098 New
BDF
149
Black Diamond Financial
Maryland
$5.42M +$190K +9,108 +4%
BSW
150
Buckingham Strategic Wealth
Missouri
$5.41M +$4.96M +237,906 New