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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Schaeffer Financial
Maryland
$8.8M +$89.4K +3,363 +1%
KBFS
127
Kohmann Bosshard Financial Services
Ohio
$8.65M -$271K -10,200 -3%
MFT
128
Moisand Fitzgerald Tamayo
Florida
$8.53M -$23.1M -867,360 -74%
MCC
129
Money Concepts Capital
Florida
$8.51M -$24.7K -927 -0.3%
HFS
130
Horizon Financial Services
North Carolina
$8.51M +$194K +7,278 +2%
RDIA
131
RE Dickinson Investment Advisors
Iowa
$8.48M +$199K +7,497 +3%
GCA
132
Gradient Capital Advisors
California
$8.46M +$119K +4,491 +1%
PIMG
133
Patriot Investment Management Group
Tennessee
$8.39M -$23.3K -876 -0.3%
Truist Financial
134
Truist Financial
North Carolina
$8.24M +$283K +10,638 +4%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$8.2M -$154K -5,808 -2%
TC
136
TownSquare Capital
Utah
$8.14M -$2.65M -99,828 -25%
BEI
137
Benjamin Edwards Inc
Missouri
$7.93M +$7.53M +283,143 +9,262%
BAMG
138
Brand Asset Management Group
Missouri
$7.91M -$264K -9,912 -3%
VWA
139
Visionary Wealth Advisors
Illinois
$7.89M -$25.1K -942 -0.3%
PAG
140
Private Advisor Group
New Jersey
$7.82M +$1.94M +72,939 +35%
JCM
141
Jacobi Capital Management
Pennsylvania
$7.64M +$3.69M +138,900 +101%
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.63M -$360K -13,527 -5%
SS
143
Sunbelt Securities
Texas
$7.57M +$151K +5,676 +2%
NDSI
144
Newman Dignan & Sheerar Inc
Rhode Island
$7.48M +$14.5M +545,337 +211%
AFP
145
Ausdal Financial Partners
Iowa
$7.44M +$175K +6,588 +3%
MTIC
146
Missouri Trust & Investment Company
Missouri
$7.4M +$1.95M +73,506 +38%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$7.34M +$6.54K +246 +0.1%
BDF
148
Black Diamond Financial
Maryland
$7.32M -$39.9K -1,500 -0.6%
VAMG
149
Voisard Asset Management Group
Michigan
$7.29M +$203K +7,647 +3%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$7.29M -$82K -3,084 -1%