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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$1.49M -$16.5K -957 -1%
FC
152
FCA Corp
Texas
$1.49M +$16.8K +975 +1%
KWM
153
Kingsview Wealth Management
Oregon
$1.47M +$93.2K +5,400 +7%
IAS
154
IMA Advisory Services
Colorado
$1.46M +$98K +5,679 +7%
BC
155
Burleson & Co
California
$1.45M +$1.41M +81,555 New
CFIA
156
Cantor Fitzgerald Investment Advisors
New York
$1.44M +$46.5K +2,694 +3%
CCA
157
Clearwater Capital Advisors
Illinois
$1.42M +$53.5K +3,099 +4%
JWS
158
Juncture Wealth Strategies
Arizona
$1.4M -$2.07M -120,075 -60%
OA
159
Opes Advisors
California
$1.39M +$43.1K +2,499 +3%
OIM
160
Orca Investment Management
Oregon
$1.38M +$1.34M +77,535 New
MWM
161
Meridian Wealth Management
Kentucky
$1.36M +$257K +14,895 +24%
HFS
162
HL Financial Services
Kentucky
$1.35M +$529K +30,627 +67%
MCM
163
Mitchell Capital Management
Kansas
$1.35M -$482K -27,924 -27%
LBC
164
Lowe Brockenbrough & Co
Virginia
$1.35M +$90.6K +5,250 +7%
DC
165
Davenport & Co
Virginia
$1.31M +$569K +32,955 +81%
VDFA
166
Vickerman & Driscoll Financial Advisors
Washington
$1.29M +$1.25M +72,558 New
SIAS
167
Shine Investment Advisory Services
Colorado
$1.27M +$14.8K +858 +1%
LYV
168
Live Your Vision
Pennsylvania
$1.23M -$517K -29,973 -31%
MCM
169
Mengis Capital Management
Oregon
$1.21M +$156K +9,015 +15%
SCA
170
Strategic Capital Advisers
Colorado
$1.14M +$1.11M +64,230 New
APA
171
American Portfolios Advisors
New York
$1.14M +$1.11M +64,218 New
RJA
172
Raymond James & Associates
Florida
$1.13M +$164K +9,495 +18%
RC
173
Roundview Capital
New Jersey
$1.11M +$86.3K +5,001 +9%
BC
174
Bartlett & Co
Ohio
$1.06M +$32.8K +1,902 +3%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$1.05M +$93.4K +5,412 +10%