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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
151
May Barnhard Investments
Maryland
$7.24M +$174K +6,092 +2%
CAM
152
Cresset Asset Management
Illinois
$7.22M -$3.39M -118,814 -31%
KCPG
153
Kavar Capital Partners Group
Kansas
$7.22M +$313K +11,002 +4%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$7.19M +$1.24M +43,445 +20%
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$7.14M -$210K -7,360 -3%
MWM
156
Meridian Wealth Management
Kentucky
$7.04M +$302K +10,611 +4%
FFA
157
Farther Finance Advisors
California
$7.02M +$6.03M +211,758 +511%
SA
158
Scarborough Advisors
Maryland
$6.91M +$396K +13,912 +6%
JWBC
159
John W. Brooker & Co
California
$6.9M -$80.1K -2,811 -1%
SS
160
Sunbelt Securities
Texas
$6.84M -$744K -26,119 -10%
AMM
161
American Money Management
California
$6.81M +$93.6K +3,284 +1%
AQR Capital Management
162
AQR Capital Management
Connecticut
$6.75M +$36.4K +1,278 +0.5%
AF
163
Allworth Financial
California
$6.74M +$1.7M +59,575 +35%
WT
164
Whittier Trust
California
$6.63M +$17K +595 +0.2%
PVAMC
165
PPS&V Asset Management Consultants
Michigan
$6.54M -$42.3K -1,485 -0.6%
EE
166
EWG Elevate
California
$6.33M -$515K -18,064 -7%
FSWA
167
Financial Synergies Wealth Advisors
Texas
$6.32M +$156K +5,476 +2%
NOI
168
Newton One Investments
Delaware
$6.28M -$13.5M -473,231 -68%
LSWP
169
Liberty Square Wealth Partners
Pennsylvania
$6.27M +$6.19M +217,164 New
JJBC
170
James J. Burns & Company
New York
$6.16M -$51.5K -1,807 -0.8%
NCMW
171
Northern Capital Management (Washington)
Washington
$6.14M -$132K -4,641 -2%
BP
172
Broadleaf Partners
Ohio
$6.1M +$51.5K +1,806 +0.8%
BWM
173
Brown Wealth Management
Illinois
$6.09M +$108K +3,792 +2%
CIA
174
Cape Investment Advisory
Georgia
$5.9M -$74.5K -2,615 -1%
VA
175
Valmark Advisers
Ohio
$5.86M -$12.4K -435 -0.2%