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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
151
Ausdal Financial Partners
Iowa
$5.05M -$271K -12,129 -5%
TYCC
152
Texas Yale Capital Corp
Florida
$5.02M +$36K +1,614 +0.7%
KCPG
153
Kavar Capital Partners Group
Kansas
$4.93M +$63.2K +2,835 +1%
Stifel Financial
154
Stifel Financial
Missouri
$4.92M -$263K -11,790 -5%
CCM
155
Colorado Capital Management
Colorado
$4.8M +$128K +5,730 +2%
NCM
156
Northwest Capital Management
Oregon
$4.7M -$125K -5,619 -2%
SFMG
157
Sage Financial Management Group
Virginia
$4.57M -$585K -26,217 -10%
UCFA
158
United Capital Financial Advisors
Texas
$4.57M -$2.42M -108,450 -32%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$4.49M -$392K -17,565 -7%
SWM
160
Sculati Wealth Management
Michigan
$4.48M +$19K +852 +0.4%
MA
161
MBA Advisors
Pennsylvania
$4.47M +$127K +5,694 +3%
WTC
162
WhitTier Trust Company
Nevada
$4.46M +$44.7K +2,004 +0.9%
PFA
163
Pure Financial Advisors
California
$4.44M -$98.9K -4,431 -2%
MWM
164
Meridian Wealth Management
Kentucky
$4.43M -$2.3M -102,894 -32%
NRI
165
NFP Retirement Inc
California
$4.42M -$50.7K -2,274 -1%
CPIG
166
Chicago Partners Investment Group
Illinois
$4.28M +$728K +32,646 +20%
WMG
167
WESCAP Management Group
California
$4.25M -$181K -8,100 -4%
SAM
168
Smithbridge Asset Management
Pennsylvania
$4.19M +$396K +17,745 +9%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$4.17M +$4.18M +187,356 +965%
MAM
170
McCarthy Asset Management
California
$4.12M +$1.02M +45,546 +29%
LA
171
LexAurum Advisors
Kansas
$4.1M +$231K +10,344 +5%
HWA
172
Hilltop Wealth Advisors
North Carolina
$4.08M -$461K -20,643 -9%
RDWM
173
Red Door Wealth Management
Tennessee
$3.98M -$26.7K -1,197 -0.6%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$3.86M +$492K +22,044 +13%
PMFA
175
Plante Moran Financial Advisors
Michigan
$3.83M +$660K +29,571 +18%