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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$8.48M +$2.85M +102,271 +44%
LF
127
Lee Financial
Texas
$8.48M -$166K -5,978 -2%
GCA
128
Gradient Capital Advisors
California
$8.29M +$332K +11,907 +4%
PIMG
129
Patriot Investment Management Group
Tennessee
$8.27M +$149K +5,354 +2%
PTCG
130
Pring Turner Capital Group
California
$8.27M -$398K -14,277 -4%
MCC
131
Money Concepts Capital
Florida
$8.08M +$269K +9,666 +3%
BWM
132
Bernard Wealth Management
Michigan
$8.05M +$438K +15,728 +5%
Truist Financial
133
Truist Financial
North Carolina
$7.98M +$24.3K +873 +0.3%
MTIC
134
Missouri Trust & Investment Company
Missouri
$7.97M +$48.2K +1,731 +0.6%
AQR Capital Management
135
AQR Capital Management
Connecticut
$7.83M +$1.54M +55,325 +23%
KCPG
136
Kavar Capital Partners Group
Kansas
$7.71M +$941K +33,776 +13%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$7.51M +$513K +18,413 +7%
MFT
138
Moisand Fitzgerald Tamayo
Florida
$7.51M -$86K -3,089 -1%
PAG
139
Private Advisor Group
New Jersey
$7.49M -$466K -16,729 -6%
CSP
140
Cary Street Partners
Virginia
$7.44M -$386K -13,863 -5%
TC
141
TownSquare Capital
Utah
$7.4M +$71.8K +2,578 +0.9%
BAMG
142
Brand Asset Management Group
Missouri
$7.37M -$109K -3,908 -1%
AFP
143
Ausdal Financial Partners
Iowa
$7.3M +$153K +5,501 +2%
VWA
144
Visionary Wealth Advisors
Illinois
$7.27M -$78.5K -2,819 -1%
CCFM
145
Clear Creek Financial Management
Washington
$7.26M -$1.26M -45,071 -14%
CAM
146
Cresset Asset Management
Illinois
$7.24M +$436K +15,667 +6%
LA
147
LexAurum Advisors
Kansas
$7.21M +$374K +13,426 +5%
JCM
148
Jacobi Capital Management
Pennsylvania
$6.97M -$430K -15,458 -5%
BDF
149
Black Diamond Financial
Maryland
$6.96M +$64.5K +2,315 +0.9%
VFIC
150
Valley Forge Investment Consultants
Pennsylvania
$6.94M +$206K +7,381 +3%