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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
151
Cantor Fitzgerald Investment Advisors
New York
$3.35M -$1.93M -102,063 -36%
ASN
152
Advisory Services Network
Georgia
$3.35M
MAS
153
Madden Advisory Services
Florida
$3.33M -$744K -39,381 -18%
CA
154
Capital Advantage
California
$3.31M +$3.31M +175,422 New
BAM
155
Berkshire Asset Management
Pennsylvania
$3.17M -$777K -41,115 -20%
BAMG
156
Brand Asset Management Group
Missouri
$3.07M +$78.4K +4,149 +3%
KCPG
157
Kavar Capital Partners Group
Kansas
$3.06M +$231K +12,219 +8%
BC
158
Burleson & Co
California
$3.02M -$114K -6,042 -4%
BC
159
Brio Consultants
California
$3.01M -$29.8K -1,575 -1%
RWA
160
River Wealth Advisors
Pennsylvania
$2.97M +$215K +11,382 +8%
AFG
161
Albion Financial Group
Utah
$2.93M -$36.4K -1,929 -1%
EWA
162
Exencial Wealth Advisors
Oklahoma
$2.91M +$2.92M +154,581 New
SIA
163
Starfire Investment Advisers
Michigan
$2.89M +$184K +9,759 +7%
Goldman Sachs
164
Goldman Sachs
New York
$2.87M +$605K +32,022 +27%
WSTAM
165
Wilbanks Smith & Thomas Asset Management
Virginia
$2.86M +$18.9K +999 +0.7%
PWA
166
Providence Wealth Advisors
Illinois
$2.86M +$50.3K +2,664 +2%
PFT
167
Providence First Trust
Arizona
$2.82M +$113 +6 +0%
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$2.79M -$1.64K -87 -0.1%
CWM
169
Chesapeake Wealth Management
Virginia
$2.79M +$100K +5,301 +4%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.75M +$130K +6,903 +5%
FC
171
Forte Capital
New York
$2.71M +$75.9K +4,017 +3%
PCMC
172
Private Capital Management (Colorado)
Colorado
$2.68M -$51.9K -2,748 -2%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.67M -$21.8K -1,155 -0.8%
HB
174
Homrich & Berg
Georgia
$2.65M -$87.9K -4,650 -3%
AOWM
175
Alpha Omega Wealth Management
Virginia
$2.64M +$39.6K +2,094 +2%