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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PVAMC
151
PPS&V Asset Management Consultants
Michigan
$10M +$242K +7,043 +3%
AMM
152
American Money Management
California
$10M -$172K -5,004 -2%
MFT
153
Moisand Fitzgerald Tamayo
Florida
$9.58M -$155K -4,518 -2%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$9.35M -$266K -7,731 -3%
WPIC
155
White Pine Investment Company
Michigan
$9.23M +$224K +6,505 +3%
CSP
156
Cary Street Partners
Virginia
$9.16M -$74.1K -2,153 -0.9%
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$9.13M -$124K -3,613 -1%
TPI
158
Trust Point Inc
Wisconsin
$9.11M +$61.2K +1,777 +0.7%
CPA
159
Cathy Pareto & Associates
Florida
$9.04M +$766K +22,249 +10%
SA
160
Scarborough Advisors
Maryland
$9.02M -$15.3K -446 -0.2%
MWM
161
Meridian Wealth Management
Kentucky
$9.01M +$122K +3,549 +1%
BCM
162
Brookstone Capital Management
Illinois
$8.97M -$485K -14,081 -5%
GCP
163
Gill Capital Partners
Colorado
$8.96M -$484K -14,067 -5%
JJBC
164
James J. Burns & Company
New York
$8.95M -$9.5K -276 -0.1%
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$8.88M +$2.5M +72,700 +43%
CAM
166
Cresset Asset Management
Illinois
$8.86M +$254K +7,387 +3%
PAG
167
Private Advisor Group
New Jersey
$8.81M -$2.18M -63,231 -21%
WT
168
Whittier Trust
California
$8.53M -$45.1K -1,309 -0.6%
MWP
169
Meridian Wealth Partners
Pennsylvania
$8.51M -$74.2K -2,156 -0.9%
BP
170
Broadleaf Partners
Ohio
$8.37M +$152K +4,419 +2%
WETS
171
Wealth Enhancement Trust Services
South Dakota
$8.18M -$164K -4,751 -2%
MAM
172
McCarthy Asset Management
California
$8.08M +$7.55M +219,273 New
CFIA
173
Cantor Fitzgerald Investment Advisors
New York
$7.98M -$131K -3,819 -2%
PWA
174
Peterson Wealth Advisors
Utah
$7.97M -$105K -3,056 -1%
VWA
175
Visionary Wealth Advisors
Illinois
$7.74M -$3.56M -103,465 -33%