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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$7.28M -$404K -15,180 -5%
LA
152
LexAurum Advisors
Kansas
$7.16M +$510K +19,185 +8%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$7.11M +$120K +4,503 +2%
MBI
154
May Barnhard Investments
Maryland
$7.07M +$186K +6,993 +3%
SDWMA
155
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.05M +$33.6K +1,263 +0.5%
MI
156
Moneywise Inc
Virginia
$7.02M -$3.98M -149,697 -37%
JWBC
157
John W. Brooker & Co
California
$6.97M +$115K +4,326 +2%
SAM
158
Smithbridge Asset Management
Pennsylvania
$6.97M -$270K -10,152 -4%
KCPG
159
Kavar Capital Partners Group
Kansas
$6.91M +$149K +5,589 +2%
EE
160
EWG Elevate
California
$6.83M +$1.17M +43,887 +22%
MWM
161
Meridian Wealth Management
Kentucky
$6.74M +$6.47M +243,399 New
AMM
162
American Money Management
California
$6.72M +$284K +10,677 +5%
AQR Capital Management
163
AQR Capital Management
Connecticut
$6.71M +$58.5K +2,199 +0.9%
WT
164
Whittier Trust
California
$6.62M
PVAMC
165
PPS&V Asset Management Consultants
Michigan
$6.58M +$170K +6,387 +3%
SA
166
Scarborough Advisors
Maryland
$6.52M +$6.26M +235,542 New
IWM
167
IHT Wealth Management
Illinois
$6.28M +$2.38M +89,526 +65%
NCMW
168
Northern Capital Management (Washington)
Washington
$6.27M -$102K -3,852 -2%
JJBC
169
James J. Burns & Company
New York
$6.2M +$21.1K +795 +0.4%
FSWA
170
Financial Synergies Wealth Advisors
Texas
$6.17M +$107K +4,011 +2%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$6.09M +$139K +5,235 +2%
BP
172
Broadleaf Partners
Ohio
$6.04M +$183K +6,891 +3%
DFA
173
DHJJ Financial Advisors
Illinois
$6.03M +$301K +11,331 +5%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$5.99M -$382K -14,352 -6%
BWM
175
Brown Wealth Management
Illinois
$5.98M -$2.56M -96,078 -31%