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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$5.88M +$67.4K +2,580 +1%
BSW
152
Buckingham Strategic Wealth
Missouri
$5.88M -$42.7K -1,635 -0.7%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$5.71M -$168K -6,420 -3%
SWM
154
Sculati Wealth Management
Michigan
$5.67M -$81.8K -3,129 -1%
CCM
155
Colorado Capital Management
Colorado
$5.59M -$225K -8,595 -4%
BP
156
Broadleaf Partners
Ohio
$5.52M +$66.3K +2,538 +1%
KCPG
157
Kavar Capital Partners Group
Kansas
$5.43M +$283K +10,845 +5%
WMG
158
WESCAP Management Group
California
$5.43M -$166K -6,345 -3%
NYLIM
159
New York Life Investment Management
New York
$5.31M +$560K +21,447 +12%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.26M -$1.1K -42 -0%
TPW
161
Tiller Private Wealth
Pennsylvania
$5.22M +$4.44M +170,076 +499%
HFS
162
Horizon Financial Services
North Carolina
$5.21M +$1.96M +74,955 +58%
BAM
163
Berkshire Asset Management
Pennsylvania
$5.11M +$346K +13,245 +7%
CFIA
164
Cantor Fitzgerald Investment Advisors
New York
$5.09M -$273K -10,467 -5%
WTC
165
WhitTier Trust Company
Nevada
$4.96M -$24.7K -945 -0.5%
APSP
166
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.93M +$212K +8,106 +4%
MA
167
Mutual Advisors
Nebraska
$4.88M +$1.44M +55,173 +41%
MA
168
MBA Advisors
Pennsylvania
$4.82M +$233K +8,916 +5%
SAM
169
Smithbridge Asset Management
Pennsylvania
$4.81M +$85.8K +3,285 +2%
HWA
170
Hilltop Wealth Advisors
North Carolina
$4.76M +$9.96K +381 +0.2%
PFA
171
Pure Financial Advisors
California
$4.74M -$108K -4,143 -2%
Jane Street
172
Jane Street
New York
$4.73M +$4.84M +185,259 New
EFG
173
Everhart Financial Group
Ohio
$4.72M -$10.2K -390 -0.2%
SS
174
Sunbelt Securities
Texas
$4.71M
RDWM
175
Red Door Wealth Management
Tennessee
$4.7M +$192K +7,353 +4%