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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWS
151
Newport Wealth Strategies
California
$2.86M -$486K -26,514 -12%
PFA
152
Pure Financial Advisors
California
$2.85M +$3.72M +203,007 New
RCA
153
Reitz Capital Advisors
Michigan
$2.77M -$912K -49,812 -20%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.76M +$13K +708 +0.4%
BAM
155
Berkshire Asset Management
Pennsylvania
$2.76M +$497K +27,165 +16%
TYCC
156
Texas Yale Capital Corp
Florida
$2.64M -$2.03M -110,820 -37%
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$2.58M +$1.61M +87,810 +91%
Stifel Financial
158
Stifel Financial
Missouri
$2.56M +$1.95M +106,278 +140%
JWBC
159
John W. Brooker & Co
California
$2.53M +$133K +7,260 +4%
ACM
160
AlphaStar Capital Management
North Carolina
$2.49M +$872K +47,631 +38%
EW
161
Element Wealth
Mississippi
$2.47M -$24.2K -1,320 -0.7%
IDA
162
Intelligence Driven Advisers
California
$2.43M -$446K -24,366 -12%
KCPG
163
Kavar Capital Partners Group
Kansas
$2.41M -$203K -11,067 -6%
WAS
164
Wealth Advisory Solutions
Indiana
$2.38M +$970K +52,980 +45%
GCP
165
Gill Capital Partners
Colorado
$2.37M +$3.09M +168,651 New
BPA
166
Beacon Pointe Advisors
California
$2.35M +$689K +37,638 +29%
SPA
167
Sentinel Pension Advisors
Massachusetts
$2.34M +$820K +44,757 +37%
SHJ
168
Sharkey, Howes & Javer
Colorado
$2.33M -$5.17M -282,117 -63%
RDWM
169
Red Door Wealth Management
Tennessee
$2.32M +$281K +15,366 +10%
IWMA
170
Ironwood Wealth Management (Arizona)
Arizona
$2.3M -$2.18M -119,211 -42%
COF
171
Capital One Financial
Virginia
$2.27M +$2.95M +161,322 New
SL
172
Systelligence LLC
Minnesota
$2.25M -$3.1M -169,080 -51%
CWM
173
Confluence Wealth Management
Oregon
$2.25M +$2.37M +129,165 +422%
CWM
174
Chesapeake Wealth Management
Virginia
$2.22M +$89K +4,860 +3%
QAM
175
QCI Asset Management
New York
$2.18M +$139K +7,593 +5%