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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
151
Strategic Family Wealth Counselors
New Jersey
$5.31M +$321K +15,414 +7%
MIS
152
Morningstar Investment Services
Illinois
$5.24M -$366K -17,556 -7%
SWM
153
Sculati Wealth Management
Michigan
$5.19M -$12.4K -597 -0.3%
DCM
154
DeGreen Capital Management
Arizona
$4.96M +$1.07M +51,252 +46%
BP
155
Broadleaf Partners
Ohio
$4.95M +$48.9K +2,343 +1%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$4.94M +$250K +11,973 +6%
WMG
157
WESCAP Management Group
California
$4.79M -$186K -8,901 -4%
JWBC
158
John W. Brooker & Co
California
$4.78M +$587K +28,155 +15%
GCA
159
Gradient Capital Advisors
California
$4.76M +$53.2K +2,553 +1%
EFG
160
Everhart Financial Group
Ohio
$4.72M +$4.33M +207,513 New
AFP
161
Ausdal Financial Partners
Iowa
$4.69M +$691K +33,156 +19%
TYCC
162
Texas Yale Capital Corp
Florida
$4.64M +$105K +5,034 +3%
WTC
163
WhitTier Trust Company
Nevada
$4.59M +$47.2K +2,262 +1%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$4.55M +$193K +9,246 +5%
APSP
165
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.49M -$351K -16,812 -8%
PFA
166
Pure Financial Advisors
California
$4.43M -$476K -22,830 -10%
GPFA
167
Game Plan Financial Advisors
Ohio
$4.29M +$133K +6,399 +4%
SIA
168
SkyView Investment Advisors
New Jersey
$4.28M +$3.92M +188,130 New
TFS
169
TrustCore Financial Services
Tennessee
$4.22M -$165K -7,896 -4%
KCPG
170
Kavar Capital Partners Group
Kansas
$4.13M +$77.6K +3,720 +2%
JWS
171
Juncture Wealth Strategies
Arizona
$4.09M -$711K -34,089 -16%
QAM
172
QCI Asset Management
New York
$4.08M -$67.7K -3,246 -2%
PIMG
173
Patriot Investment Management Group
Tennessee
$4.06M -$6.97M -334,080 -65%
CCM
174
Ciovacco Capital Management
Georgia
$4.04M +$3.71M +177,735 New
Stifel Financial
175
Stifel Financial
Missouri
$4.02M +$577K +27,666 +19%