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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
151
Lathrop Investment Management
Arkansas
$5.27M -$84.8K -3,675 -1%
GCA
152
Gradient Capital Advisors
California
$5.25M +$526K +22,809 +10%
EL
153
Essex LLC
Illinois
$5.23M +$44.3K +1,920 +0.8%
BSW
154
Buckingham Strategic Wealth
Missouri
$5.22M +$15.6K +678 +0.3%
TYCC
155
Texas Yale Capital Corp
Florida
$5.17M -$296K -12,831 -5%
BAMG
156
Brand Asset Management Group
Missouri
$5.15M +$174K +7,557 +3%
BDF
157
Black Diamond Financial
Maryland
$5.11M -$235K -10,194 -4%
KCPG
158
Kavar Capital Partners Group
Kansas
$5.05M +$381K +16,503 +7%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.02M -$279K -12,084 -5%
NCM
160
Northwest Capital Management
Oregon
$4.99M -$472K -20,472 -8%
CCM
161
Colorado Capital Management
Colorado
$4.85M +$232K +10,050 +5%
PFA
162
Pure Financial Advisors
California
$4.69M +$578K +25,068 +13%
HWA
163
Hilltop Wealth Advisors
North Carolina
$4.66M +$615K +26,667 +14%
NRI
164
NFP Retirement Inc
California
$4.63M +$688K +29,814 +16%
SWM
165
Sculati Wealth Management
Michigan
$4.63M +$5.75K +249 +0.1%
WTC
166
WhitTier Trust Company
Nevada
$4.58M +$643K +27,852 +15%
WMG
167
WESCAP Management Group
California
$4.57M -$154K -6,666 -3%
MA
168
MBA Advisors
Pennsylvania
$4.51M +$259K +11,241 +5%
AF
169
Allworth Financial
California
$4.49M +$2.17M +94,227 +78%
CCM
170
Coldstream Capital Management
Washington
$4.26M +$693K +30,051 +17%
CF
171
Cantor Fitzgerald
New York
$4.21M +$4.64M +201,261 New
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.17M -$11.8K -513 -0.3%
RDWM
173
Red Door Wealth Management
Tennessee
$4.14M +$38.1K +1,650 +0.8%
LA
174
LexAurum Advisors
Kansas
$4.03M +$912K +39,504 +26%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$3.99M +$1.98M +86,004 +82%