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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
151
DHJJ Financial Advisors
Illinois
$5.72M -$759K -34,641 -12%
EL
152
Essex LLC
Illinois
$5.65M +$24.9K +1,137 +0.4%
SFMG
153
Sage Financial Management Group
Virginia
$5.58M +$622K +28,374 +13%
CF
154
Cantor Fitzgerald
New York
$5.55M -$710K -32,382 -11%
KF
155
Krilogy Financial
Missouri
$5.45M -$325K -14,817 -6%
LIM
156
Lathrop Investment Management
Arkansas
$5.42M -$64.4K -2,940 -1%
AFP
157
Ausdal Financial Partners
Iowa
$5.4M -$77.4K -3,531 -1%
TYCC
158
Texas Yale Capital Corp
Florida
$5.38M -$62.1K -2,832 -1%
KCPG
159
Kavar Capital Partners Group
Kansas
$5.35M +$3.94K +180 +0.1%
MA
160
MBA Advisors
Pennsylvania
$5.24M +$402K +18,321 +8%
AF
161
Allworth Financial
California
$5.11M -$1.06M -48,168 -17%
CA
162
Capital Advantage
California
$5.1M -$1.65M -75,321 -24%
FCM
163
Fortis Capital Management
Washington
$5.02M +$1.14M +52,098 +29%
PSP
164
Pacific Sage Partners
Washington
$4.99M +$5M +228,294 New
SA
165
Scarborough Advisors
Maryland
$4.95M -$1.32M -60,243 -21%
SWM
166
Sculati Wealth Management
Michigan
$4.9M +$36.7K +1,674 +0.8%
PFA
167
Pure Financial Advisors
California
$4.86M +$52.1K +2,379 +1%
MWM
168
Meridian Wealth Management
Kentucky
$4.84M +$38.5K +1,755 +0.8%
NCM
169
Northwest Capital Management
Oregon
$4.76M -$338K -15,408 -7%
PVAMC
170
PPS&V Asset Management Consultants
Michigan
$4.74M +$4.75M +216,864 New
SDWMA
171
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.73M +$590K +26,931 +14%
FPCG
172
Fort Pitt Capital Group
Pennsylvania
$4.69M +$4.7M +214,380 New
LA
173
LexAurum Advisors
Kansas
$4.65M +$205K +9,369 +5%
CCM
174
Colorado Capital Management
Colorado
$4.63M -$554K -25,278 -11%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$4.59M +$2.61M +119,265 +132%