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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
126
Pring Turner Capital Group
California
$8.27M -$129K -4,920 -2%
SF
127
Schaeffer Financial
Maryland
$8.16M -$553K -21,150 -6%
BSAM
128
Blue Square Asset Management
New York
$8.15M -$2.22M -84,846 -21%
BWM
129
Brown Wealth Management
Illinois
$8.1M +$408K +15,603 +5%
MCC
130
Money Concepts Capital
Florida
$7.99M +$444K +16,965 +6%
CCFM
131
Clear Creek Financial Management
Washington
$7.99M -$526K -20,121 -6%
LPAM
132
Lodestar Private Asset Management
California
$7.93M +$294K +11,232 +4%
PIMG
133
Patriot Investment Management Group
Tennessee
$7.88M -$252K -9,633 -3%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$7.83M +$3.3K +126 +0%
GCA
135
Gradient Capital Advisors
California
$7.81M +$124K +4,722 +2%
HFS
136
Horizon Financial Services
North Carolina
$7.78M +$230K +8,808 +3%
RDIA
137
RE Dickinson Investment Advisors
Iowa
$7.75M +$120K +4,572 +2%
BAMG
138
Brand Asset Management Group
Missouri
$7.66M +$367K +14,019 +5%
BSW
139
Buckingham Strategic Wealth
Missouri
$7.51M -$146K -5,562 -2%
MWP
140
Meridian Wealth Partners
Pennsylvania
$7.49M +$5.42K +207 +0.1%
Truist Financial
141
Truist Financial
North Carolina
$7.44M -$50K -1,911 -0.7%
VWA
142
Visionary Wealth Advisors
Illinois
$7.42M +$222K +8,496 +3%
CAM
143
Cresset Asset Management
Illinois
$7.4M -$80.5K -3,078 -1%
MCM
144
MAI Capital Management
Ohio
$7.21M +$242K +9,249 +3%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$7.17M -$173K -6,627 -2%
SS
146
Sunbelt Securities
Texas
$6.94M +$437K +16,707 +7%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6.91M -$429K -16,380 -6%
BDF
148
Black Diamond Financial
Maryland
$6.9M +$6.36K +243 +0.1%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$6.87M -$254K -9,714 -4%
AFP
150
Ausdal Financial Partners
Iowa
$6.79M +$68.3K +2,610 +1%