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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
126
Clear Creek Financial Management
Washington
$8.9M +$1.85M +72,417 +28%
AIM
127
Anchor Investment Management
South Carolina
$8.81M -$16.2K -636 -0.2%
PTCG
128
Pring Turner Capital Group
California
$8.79M +$31.1K +1,218 +0.4%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$8.63M +$424K +16,632 +6%
AWM
130
Avior Wealth Management
Nebraska
$8.53M +$67K +2,625 +0.8%
PIMG
131
Patriot Investment Management Group
Tennessee
$8.51M -$254K -9,957 -3%
BFG
132
Berger Financial Group
Minnesota
$8.26M +$991K +38,853 +15%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$8.19M -$470K -18,429 -6%
BWM
134
Brown Wealth Management
Illinois
$8.05M +$7.56M +296,511 New
GCA
135
Gradient Capital Advisors
California
$8.05M -$126K -4,959 -2%
BSW
136
Buckingham Strategic Wealth
Missouri
$8.01M +$45K +1,764 +0.6%
LPAM
137
Lodestar Private Asset Management
California
$7.99M +$184K +7,212 +3%
RDIA
138
RE Dickinson Investment Advisors
Iowa
$7.98M +$619K +24,273 +9%
MCC
139
Money Concepts Capital
Florida
$7.9M +$172K +6,744 +2%
HFS
140
Horizon Financial Services
North Carolina
$7.9M +$160K +6,273 +2%
Truist Financial
141
Truist Financial
North Carolina
$7.84M +$192K +7,521 +3%
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.83M -$81K -3,174 -1%
CAM
143
Cresset Asset Management
Illinois
$7.8M +$340K +13,314 +5%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$7.68M -$636K -24,927 -8%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$7.67M -$127K -4,998 -2%
BAMG
146
Brand Asset Management Group
Missouri
$7.64M +$16.5K +648 +0.2%
VWA
147
Visionary Wealth Advisors
Illinois
$7.53M +$6.73M +264,030 +1,978%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$7.45M +$1.49M +58,389 +27%
MCM
149
MAI Capital Management
Ohio
$7.3M +$6.81K +267 +0.1%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$7.24M -$119K -4,665 -2%