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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
151
TrustCore Financial Services
Tennessee
$3.07M +$2.51M +133,932 +487%
BC
152
Brio Consultants
California
$3.06M
MGIA
153
Moneta Group Investment Advisors
Missouri
$3.02M +$1.89M +100,905 +174%
BAMG
154
Brand Asset Management Group
Missouri
$3.02M -$52.8K -2,820 -2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$3M +$1.58M +84,429 +115%
AFG
156
Albion Financial Group
Utah
$3M -$66.2K -3,537 -2%
WSTAM
157
Wilbanks Smith & Thomas Asset Management
Virginia
$2.87M +$60.8K +3,252 +2%
KCPG
158
Kavar Capital Partners Group
Kansas
$2.85M +$372K +19,899 +15%
PFT
159
Providence First Trust
Arizona
$2.85M
PWA
160
Providence Wealth Advisors
Illinois
$2.85M +$43.5K +2,325 +2%
AL
161
Aspiriant LLC
California
$2.83M -$279K -14,907 -9%
BBPWM
162
Blue Bell Private Wealth Management
Pennsylvania
$2.81M -$81.4K -4,353 -3%
RWA
163
River Wealth Advisors
Pennsylvania
$2.78M +$235K +12,555 +9%
PCMC
164
Private Capital Management (Colorado)
Colorado
$2.76M -$56.6K -3,024 -2%
HB
165
Homrich & Berg
Georgia
$2.76M -$166K -8,892 -6%
FHB
166
First Hawaiian Bank
Hawaii
$2.75M -$200K -10,677 -7%
SIA
167
Starfire Investment Advisers
Michigan
$2.73M -$37.3K -1,992 -1%
MIAN
168
Mariner Independent Advisor Network
Kansas
$2.72M +$422K +22,554 +19%
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.71M +$79.1K +4,230 +3%
CWM
170
Chesapeake Wealth Management
Virginia
$2.71M +$261K +13,929 +11%
CCM
171
Condor Capital Management
New Jersey
$2.67M -$396K -21,153 -13%
FC
172
Forte Capital
New York
$2.66M +$79.1K +4,227 +3%
SDWMA
173
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.64M +$344K +18,408 +15%
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$2.56M -$110K -5,886 -4%
FA
175
Fagan Associates
New York
$2.56M +$108K +5,778 +4%