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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
$8.93M +$40K +1,403 +0.4%
PIMG
127
Patriot Investment Management Group
Tennessee
$8.6M +$212K +7,442 +2%
HFS
128
Horizon Financial Services
North Carolina
$8.59M +$82.1K +2,883 +0.9%
GCA
129
Gradient Capital Advisors
California
$8.44M -$31.3K -1,099 -0.4%
Truist Financial
130
Truist Financial
North Carolina
$8.41M +$175K +6,141 +2%
MTIC
131
Missouri Trust & Investment Company
Missouri
$8.39M +$1.01M +35,477 +13%
PAG
132
Private Advisor Group
New Jersey
$8.38M +$580K +20,353 +7%
MCC
133
Money Concepts Capital
Florida
$8.28M -$241K -8,466 -3%
CSP
134
Cary Street Partners
Virginia
$8.25M +$8.49M +297,860 New
BEI
135
Benjamin Edwards Inc
Missouri
$8.24M +$323K +11,324 +4%
BWM
136
Bernard Wealth Management
Michigan
$8.08M +$8.31M +291,490 New
MFT
137
Moisand Fitzgerald Tamayo
Florida
$8.03M -$511K -17,922 -6%
SDWMA
138
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.98M +$956K +33,566 +13%
BAMG
139
Brand Asset Management Group
Missouri
$7.9M -$8.52K -299 -0.1%
NDSI
140
Newman Dignan & Sheerar Inc
Rhode Island
$7.84M -$14.9M -521,481 -65%
JCM
141
Jacobi Capital Management
Pennsylvania
$7.8M +$166K +5,820 +2%
VWA
142
Visionary Wealth Advisors
Illinois
$7.77M -$133K -4,662 -2%
TC
143
TownSquare Capital
Utah
$7.76M -$400K -14,046 -5%
KBFS
144
Kohmann Bosshard Financial Services
Ohio
$7.57M -$1.11M -38,893 -12%
AFP
145
Ausdal Financial Partners
Iowa
$7.57M +$132K +4,647 +2%
MWP
146
Meridian Wealth Partners
Pennsylvania
$7.55M -$78.4K -2,752 -1%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$7.44M +$329K +11,557 +4%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$7.35M +$55.2K +1,938 +0.7%
BDF
149
Black Diamond Financial
Maryland
$7.3M -$25.6K -897 -0.3%
LA
150
LexAurum Advisors
Kansas
$7.25M +$89.2K +3,129 +1%