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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sightline Wealth Advisors
Connecticut
$7.18M -$86.6K -3,654 -1%
AWM
127
Avior Wealth Management
Nebraska
$7M +$138K +5,814 +2%
RWA
128
Rainsberger Wealth Advisors
Colorado
$7M +$90.8K +3,834 +1%
MCC
129
Money Concepts Capital
Florida
$6.99M +$149K +6,279 +2%
EL
130
Essex LLC
Illinois
$6.98M +$579K +24,459 +9%
BSW
131
Buckingham Strategic Wealth
Missouri
$6.79M +$145K +6,111 +2%
GCA
132
Gradient Capital Advisors
California
$6.75M +$229K +9,648 +3%
MWP
133
Meridian Wealth Partners
Pennsylvania
$6.65M -$91K -3,843 -1%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$6.62M +$93.3K +3,939 +1%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$6.61M +$148K +6,261 +2%
MMA
136
Miracle Mile Advisors
California
$6.53M -$1.73M -73,155 -20%
NYLIM
137
New York Life Investment Management
New York
$6.49M +$1.2M +50,484 +21%
HFS
138
Horizon Financial Services
North Carolina
$6.49M +$310K +13,068 +5%
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$6.44M -$117K -4,938 -2%
Truist Financial
140
Truist Financial
North Carolina
$6.38M -$1.18M -49,788 -15%
DFA
141
DHJJ Financial Advisors
Illinois
$6.3M +$29.1K +1,227 +0.4%
BAMG
142
Brand Asset Management Group
Missouri
$6.24M +$474K +20,019 +8%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$6.18M -$219K -9,228 -3%
MCM
144
MAI Capital Management
Ohio
$6.13M +$769K +32,469 +14%
SPA
145
Sentinel Pension Advisors
Massachusetts
$6.09M +$508K +21,426 +9%
RDIA
146
RE Dickinson Investment Advisors
Iowa
$6.07M -$86.8K -3,663 -1%
NCMW
147
Northern Capital Management (Washington)
Washington
$6.05M -$614K -25,935 -9%
SAM
148
Smithbridge Asset Management
Pennsylvania
$6.03M +$1.16M +48,930 +22%
BDF
149
Black Diamond Financial
Maryland
$6M +$35.6K +1,503 +0.6%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$5.87M -$24.3K -1,026 -0.4%