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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
Milestone Investment Advisors
Wisconsin
$10.4M -$11K -345 -0.1%
LIM
127
Leavell Investment Management
Alabama
$10.4M -$102K -3,216 -0.9%
NFG
128
Nadler Financial Group
Illinois
$10.3M -$795K -24,960 -7%
PMG
129
ProVise Management Group
Florida
$10.3M -$743K -23,343 -7%
MML Investors Services
130
MML Investors Services
Massachusetts
$10.3M -$933K -29,295 -8%
SWA
131
Sightline Wealth Advisors
Connecticut
$10.3M -$276K -8,668 -3%
LFG
132
Larson Financial Group
Missouri
$10.2M -$538K -16,892 -5%
Truist Financial
133
Truist Financial
North Carolina
$10.1M +$223K +7,001 +2%
FLFS
134
Family Legacy Financial Solutions
North Carolina
$9.93M +$1.55M +48,630 +18%
TPW
135
Tiller Private Wealth
Pennsylvania
$9.88M -$261K -8,200 -3%
LF
136
Lee Financial
Texas
$9.82M -$189K -5,936 -2%
VWA
137
Visionary Wealth Advisors
Illinois
$9.7M +$82.7K +2,596 +0.8%
HWM
138
HB Wealth Management
Georgia
$9.66M -$109K -3,419 -1%
GCA
139
Gradient Capital Advisors
California
$9.59M -$200K -6,291 -2%
BWM
140
Bernard Wealth Management
Michigan
$9.58M +$67.8K +2,128 +0.7%
AF
141
Allworth Financial
California
$9.58M -$371K -11,660 -4%
BSAM
142
Blue Square Asset Management
New York
$9.52M +$50.9K +1,598 +0.5%
PAG
143
Private Advisor Group
New Jersey
$9.36M +$13.1K +410 +0.1%
MS
144
Monetary Solutions
Ohio
$9.3M -$130K -4,093 -1%
AFP
145
Ausdal Financial Partners
Iowa
$9.2M +$573K +17,983 +6%
SS
146
Sunbelt Securities
Texas
$9.19M +$355K +11,141 +4%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$9.08M +$737K +23,158 +9%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$8.98M +$42.7K +1,340 +0.5%
PIMG
149
Patriot Investment Management Group
Tennessee
$8.69M -$302K -9,496 -3%
AMM
150
American Money Management
California
$8.57M +$247K +7,755 +3%