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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
151
Financial Architects (New Jersey)
New Jersey
$2.16M +$128K +6,735 +6%
MWAC
152
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.16M -$83.4K -4,380 -4%
CHA
153
Carmichael Hill & Associates
Maryland
$2.16M +$101K +5,322 +5%
SFA
154
Sequoia Financial Advisors
Ohio
$2.12M -$34.6K -1,818 -2%
B
155
Brightworth
Georgia
$2.06M +$88.3K +4,635 +5%
CCA
156
Clearwater Capital Advisors
Illinois
$2.05M +$355K +18,651 +21%
BIA
157
Bigelow Investment Advisors
Maine
$1.98M +$44.2K +2,322 +2%
KWM
158
Kingsview Wealth Management
Oregon
$1.97M +$208K +10,893 +12%
SIA
159
Starfire Investment Advisers
Michigan
$1.94M -$63.5K -3,333 -3%
FBB
160
Fulton Breakefield Broenniman
Maryland
$1.93M -$12.6K -660 -0.7%
MCM
161
Mengis Capital Management
Oregon
$1.91M +$224K +11,739 +13%
WIC
162
Whitegate Investment Counselors
New Hampshire
$1.9M +$8.17K +429 +0.4%
IF
163
Ironwood Financial
Arizona
$1.84M +$70.2K +3,684 +4%
LCC
164
Lincoln Capital Corp
Rhode Island
$1.83M +$33.3K +1,749 +2%
JWS
165
Juncture Wealth Strategies
Arizona
$1.82M +$744K +39,045 +70%
BC
166
Burleson & Co
California
$1.82M -$95.6K -5,016 -5%
TW
167
Transform Wealth
Colorado
$1.77M -$15.5K -816 -0.9%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$1.76M +$1.05M +55,032 +151%
OA
169
Opes Advisors
California
$1.74M +$111K +5,844 +7%
KIA
170
KCM Investment Advisors
California
$1.73M +$57 +3 +0%
IAS
171
IMA Advisory Services
Colorado
$1.71M -$19.1K -1,005 -1%
BW
172
Bison Wealth
Georgia
$1.71M +$377K +19,764 +29%
LBC
173
Lowe Brockenbrough & Co
Virginia
$1.69M +$139K +7,305 +9%
AA
174
Alesco Advisors
New York
$1.69M +$11.4K +600 +0.7%
CA
175
Cetera Advisors
Colorado
$1.57M +$1.19M +62,277 +321%