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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
151
John W. Brooker & Co
California
$6.69M +$180K +6,741 +3%
MAM
152
Marquette Asset Management
Minnesota
$6.68M -$324K -12,150 -5%
AI
153
Atria Investments
North Carolina
$6.67M +$2.59M +97,119 +64%
NDSI
154
Newman Dignan & Sheerar Inc
Rhode Island
$6.63M +$59K +2,211 +0.9%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.59M +$170K +6,381 +3%
BAM
156
Berkshire Asset Management
Pennsylvania
$6.57M +$1.19M +44,754 +22%
NCM
157
Northwest Capital Management
Oregon
$6.53M -$4.65M -174,531 -40%
SFMG
158
Sage Financial Management Group
Virginia
$6.53M +$6.5M +243,594 New
EL
159
Essex LLC
Illinois
$6.5M +$190K +7,143 +3%
HFS
160
Horizon Financial Services
North Carolina
$6.49M +$1.02M +38,340 +19%
GCA
161
Gradient Capital Advisors
California
$6.47M +$109K +4,092 +2%
VFIC
162
Valley Forge Investment Consultants
Pennsylvania
$6.45M +$459K +17,217 +8%
TCM
163
Tradewinds Capital Management
Washington
$6.3M +$50.7K +1,902 +0.8%
BSW
164
Buckingham Strategic Wealth
Missouri
$6.15M -$13.8K -519 -0.2%
KCPG
165
Kavar Capital Partners Group
Kansas
$5.95M +$248K +9,282 +4%
SWM
166
Sculati Wealth Management
Michigan
$5.92M -$28.6K -1,074 -0.5%
WMG
167
WESCAP Management Group
California
$5.78M +$82.1K +3,078 +1%
CCM
168
Colorado Capital Management
Colorado
$5.73M -$159K -5,964 -3%
BP
169
Broadleaf Partners
Ohio
$5.72M -$68.3K -2,562 -1%
Stifel Financial
170
Stifel Financial
Missouri
$5.66M -$511K -19,173 -8%
CFIA
171
Cantor Fitzgerald Investment Advisors
New York
$5.57M +$225K +8,448 +4%
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.51M -$9.84K -369 -0.2%
AWG
173
Altus Wealth Group
Colorado
$5.47M +$2.83M +106,110 +108%
SCM
174
Southport Capital Management
Tennessee
$5.4M +$2.34M +87,633 +77%
PFA
175
Pure Financial Advisors
California
$5.26M +$277K +10,368 +6%