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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
151
Buckingham Strategic Wealth
Missouri
$5.79M -$107K -4,407 -2%
NWS
152
Newport Wealth Strategies
California
$5.69M +$1.71M +70,395 +44%
SWM
153
Sculati Wealth Management
Michigan
$5.67M +$8.01K +330 +0.1%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$5.64M +$659K +27,177 +14%
Stifel Financial
155
Stifel Financial
Missouri
$5.62M +$1.2M +49,560 +28%
WMG
156
WESCAP Management Group
California
$5.6M +$367K +15,144 +7%
JWBC
157
John W. Brooker & Co
California
$5.6M +$381K +15,723 +7%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$5.54M +$147K +6,078 +3%
MIS
159
Morningstar Investment Services
Illinois
$5.43M -$253K -10,449 -5%
GCA
160
Gradient Capital Advisors
California
$5.35M +$155K +6,399 +3%
BP
161
Broadleaf Partners
Ohio
$5.32M -$83.1K -3,426 -2%
TYCC
162
Texas Yale Capital Corp
Florida
$5.15M +$81.9K +3,375 +2%
VFIC
163
Valley Forge Investment Consultants
Pennsylvania
$5.13M +$1.38M +56,859 +38%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.11M +$3.91M +161,331 +361%
APSP
165
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.97M +$65.5K +2,700 +1%
WTC
166
WhitTier Trust Company
Nevada
$4.93M -$73.9K -3,045 -2%
EFG
167
Everhart Financial Group
Ohio
$4.84M -$299K -12,336 -6%
PFA
168
Pure Financial Advisors
California
$4.8M -$40.4K -1,665 -0.9%
KCPG
169
Kavar Capital Partners Group
Kansas
$4.8M +$285K +11,748 +6%
SIA
170
SkyView Investment Advisors
New Jersey
$4.68M +$16.3K +672 +0.4%
GPFA
171
Game Plan Financial Advisors
Ohio
$4.62M -$74.5K -3,072 -2%
NYLIM
172
New York Life Investment Management
New York
$4.61M +$1.42M +58,365 +46%
SBL
173
Sargent Bickham Lagudis
Colorado
$4.57M +$1.03M +42,318 +30%
AF
174
Advisornet Financial
Minnesota
$4.57M +$330K +13,593 +8%
HWA
175
Hilltop Wealth Advisors
North Carolina
$4.5M -$2.11M -87,120 -32%