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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
126
Gradient Capital Advisors
California
$9.25M +$348K +13,200 +4%
MCC
127
Money Concepts Capital
Florida
$9.22M +$534K +20,251 +7%
HWM
128
HB Wealth Management
Georgia
$9.14M -$237K -8,991 -3%
AF
129
Allworth Financial
California
$9.14M -$203K -7,703 -2%
Truist Financial
130
Truist Financial
North Carolina
$8.83M +$269K +10,209 +3%
KCPG
131
Kavar Capital Partners Group
Kansas
$8.78M +$500K +18,935 +6%
PIMG
132
Patriot Investment Management Group
Tennessee
$8.74M -$113K -4,282 -1%
MTIC
133
Missouri Trust & Investment Company
Missouri
$8.74M +$188K +7,125 +2%
AQR Capital Management
134
AQR Capital Management
Connecticut
$8.64M +$243K +9,197 +3%
BWM
135
Bernard Wealth Management
Michigan
$8.49M -$123K -4,681 -2%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$8.32M +$260K +9,845 +3%
TPI
137
Trust Point Inc
Wisconsin
$8.23M -$5.01M -189,842 -39%
VWA
138
Visionary Wealth Advisors
Illinois
$8.23M +$418K +15,835 +6%
AFP
139
Ausdal Financial Partners
Iowa
$7.83M +$15.2K +578 +0.2%
VFIC
140
Valley Forge Investment Consultants
Pennsylvania
$7.76M +$311K +11,796 +4%
MFT
141
Moisand Fitzgerald Tamayo
Florida
$7.75M -$273K -10,336 -4%
BAMG
142
Brand Asset Management Group
Missouri
$7.72M -$159K -6,042 -2%
PAG
143
Private Advisor Group
New Jersey
$7.72M -$282K -10,702 -4%
MWP
144
Meridian Wealth Partners
Pennsylvania
$7.65M +$207K +7,858 +3%
WT
145
Whittier Trust
California
$7.61M +$845K +32,026 +13%
BDF
146
Black Diamond Financial
Maryland
$7.53M +$73.3K +2,780 +1%
CSP
147
Cary Street Partners
Virginia
$7.48M -$461K -17,494 -6%
CFIA
148
Cantor Fitzgerald Investment Advisors
New York
$7.33M +$750K +28,430 +12%
AMM
149
American Money Management
California
$7.18M +$54.2K +2,053 +0.8%
PVAMC
150
PPS&V Asset Management Consultants
Michigan
$7.08M +$425K +16,120 +7%