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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMM
151
American Money Management
California
$10M -$172K -5,004 -2%
MFT
152
Moisand Fitzgerald Tamayo
Florida
$9.58M -$155K -4,518 -2%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$9.35M -$266K -7,731 -3%
WPIC
154
White Pine Investment Company
Michigan
$9.23M +$224K +6,505 +3%
CSP
155
Cary Street Partners
Virginia
$9.16M -$74.1K -2,153 -0.9%
ATWA
156
Arbor Trust Wealth Advisors
Michigan
$9.13M -$124K -3,613 -1%
TPI
157
Trust Point Inc
Wisconsin
$9.11M +$61.2K +1,777 +0.7%
CPA
158
Cathy Pareto & Associates
Florida
$9.04M +$766K +22,249 +10%
SA
159
Scarborough Advisors
Maryland
$9.02M -$15.3K -446 -0.2%
MWM
160
Meridian Wealth Management
Kentucky
$9.01M +$122K +3,549 +1%
BCM
161
Brookstone Capital Management
Illinois
$8.97M -$485K -14,081 -5%
GCP
162
Gill Capital Partners
Colorado
$8.96M -$484K -14,067 -5%
JJBC
163
James J. Burns & Company
New York
$8.95M -$9.5K -276 -0.1%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$8.88M +$2.5M +72,700 +43%
CAM
165
Cresset Asset Management
Illinois
$8.86M +$254K +7,387 +3%
PAG
166
Private Advisor Group
New Jersey
$8.81M -$2.18M -63,231 -21%
WT
167
Whittier Trust
California
$8.53M -$45.1K -1,309 -0.6%
MWP
168
Meridian Wealth Partners
Pennsylvania
$8.51M -$74.2K -2,156 -0.9%
BP
169
Broadleaf Partners
Ohio
$8.37M +$152K +4,419 +2%
WETS
170
Wealth Enhancement Trust Services
South Dakota
$8.18M -$164K -4,751 -2%
MAM
171
McCarthy Asset Management
California
$8.08M +$7.55M +219,273 New
CFIA
172
Cantor Fitzgerald Investment Advisors
New York
$7.98M -$131K -3,819 -2%
PWA
173
Peterson Wealth Advisors
Utah
$7.97M -$105K -3,056 -1%
VWA
174
Visionary Wealth Advisors
Illinois
$7.74M -$3.56M -103,465 -33%
DFA
175
DHJJ Financial Advisors
Illinois
$7.68M +$261K +7,579 +4%