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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
Milestone Investment Advisors
Wisconsin
$10.1M -$85.9K -2,882 -0.8%
MCC
127
Money Concepts Capital
Florida
$10.1M -$34.7K -1,165 -0.3%
NEWAS
128
N.E.W. Advisory Services
Wisconsin
$9.92M +$8.19M +274,764 +497%
TPW
129
Tiller Private Wealth
Pennsylvania
$9.84M -$903K -30,284 -8%
LF
130
Lee Financial
Texas
$9.72M -$152K -5,088 -2%
AF
131
Allworth Financial
California
$9.65M +$68.2K +2,288 +0.7%
Truist Financial
132
Truist Financial
North Carolina
$9.59M +$3.52K +118 +0%
GCA
133
Gradient Capital Advisors
California
$9.5M -$165K -5,535 -2%
HWM
134
HB Wealth Management
Georgia
$9.48M -$323K -10,842 -3%
VWA
135
Visionary Wealth Advisors
Illinois
$9.35M +$479K +16,059 +5%
BWM
136
Bernard Wealth Management
Michigan
$9.24M +$78.5K +2,635 +0.9%
BSAM
137
Blue Square Asset Management
New York
$9.2M +$1.99M +66,876 +28%
MS
138
Monetary Solutions
Ohio
$9.15M +$9.07M +304,332 New
Lido Advisors
139
Lido Advisors
California
$9.08M -$444K -14,908 -5%
PAG
140
Private Advisor Group
New Jersey
$9.08M +$3.42M +114,890 +61%
WT
141
Whittier Trust
California
$8.87M -$2.95K -99 -0%
TPI
142
Trust Point Inc
Wisconsin
$8.83M +$172K +5,760 +2%
Two Sigma Investments
143
Two Sigma Investments
New York
$8.81M +$8.73M +293,000 New
PIMG
144
Patriot Investment Management Group
Tennessee
$8.73M -$401K -13,450 -4%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$8.72M -$2.2M -73,893 -20%
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$8.68M +$120K +4,039 +1%
SS
147
Sunbelt Securities
Texas
$8.59M +$694K +23,284 +9%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$8.5M +$1.04M +34,954 +14%
AFP
149
Ausdal Financial Partners
Iowa
$8.39M -$93.3K -3,130 -1%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$8.12M -$1.1M -36,919 -12%