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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$6.38M -$797K -31,791 -11%
SFMG
152
Sage Financial Management Group
Virginia
$6.31M +$148K +5,889 +2%
BSW
153
Buckingham Strategic Wealth
Missouri
$6.29M +$488K +19,464 +8%
EL
154
Essex LLC
Illinois
$6.27M +$146K +5,829 +2%
PR
155
Payden & Rygel
California
$6.18M -$3.92M -156,360 -39%
SW
156
Simplicity Wealth
New Jersey
$6.05M -$2.09M -83,574 -26%
BAMG
157
Brand Asset Management Group
Missouri
$6.04M +$1.71M +68,034 +40%
TCM
158
Tradewinds Capital Management
Washington
$6.01M +$70.5K +2,811 +1%
GCA
159
Gradient Capital Advisors
California
$5.77M -$328K -13,071 -5%
CFIA
160
Cantor Fitzgerald Investment Advisors
New York
$5.75M +$489K +19,524 +9%
RCA
161
Reitz Capital Advisors
Michigan
$5.73M -$4.65M -185,619 -45%
WMG
162
WESCAP Management Group
California
$5.7M +$246K +9,798 +5%
KCPG
163
Kavar Capital Partners Group
Kansas
$5.69M +$86.1K +3,435 +2%
Stifel Financial
164
Stifel Financial
Missouri
$5.69M +$353K +14,082 +7%
CCM
165
Colorado Capital Management
Colorado
$5.62M +$235K +9,381 +4%
SWM
166
Sculati Wealth Management
Michigan
$5.59M +$2.86K +114 +0.1%
MAM
167
Marquette Asset Management
Minnesota
$5.38M -$908K -36,234 -15%
CAM
168
Cresset Asset Management
Illinois
$5.2M -$1.36M -54,267 -21%
MA
169
MBA Advisors
Pennsylvania
$5.17M +$311K +12,396 +6%
CCWA
170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.06M -$142K -5,685 -3%
PFA
171
Pure Financial Advisors
California
$5.04M +$81.7K +3,261 +2%
AI
172
Atria Investments
North Carolina
$4.98M -$1.3M -51,939 -21%
RDWM
173
Red Door Wealth Management
Tennessee
$4.97M +$199K +7,959 +4%
HWA
174
Hilltop Wealth Advisors
North Carolina
$4.96M +$216K +8,625 +5%
YIA
175
YHB Investment Advisors
Connecticut
$4.91M +$109K +4,362 +2%