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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
151
Meridian Wealth Partners
Pennsylvania
$6.94M -$215K -7,738 -3%
AMM
152
American Money Management
California
$6.65M +$222K +7,969 +3%
MWM
153
Meridian Wealth Management
Kentucky
$6.56M -$100K -3,601 -1%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$6.55M -$425K -15,257 -6%
JWBC
155
John W. Brooker & Co
California
$6.5M -$18.7K -671 -0.3%
SA
156
Scarborough Advisors
Maryland
$6.46M -$81.8K -2,937 -1%
SS
157
Sunbelt Securities
Texas
$6.39M -$87K -3,125 -1%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$6.29M -$539K -19,357 -7%
BSAM
159
Blue Square Asset Management
New York
$6.28M -$2.55M -91,561 -28%
WT
160
Whittier Trust
California
$6.27M
PVAMC
161
PPS&V Asset Management Consultants
Michigan
$6.19M +$8.33K +299 +0.1%
CFIA
162
Cantor Fitzgerald Investment Advisors
New York
$6.1M +$2.22M +79,809 +52%
CWM
163
Congress Wealth Management
Massachusetts
$6.06M +$908K +32,604 +16%
SF
164
Schaeffer Financial
Maryland
$6.06M -$2.54M -91,290 -28%
MBI
165
May Barnhard Investments
Maryland
$6.06M -$834K -29,940 -11%
KBFS
166
Kohmann Bosshard Financial Services
Ohio
$6.01M -$1.22M -43,834 -16%
SAM
167
Smithbridge Asset Management
Pennsylvania
$5.95M +$6.33M +227,193 New
NOI
168
Newton One Investments
Delaware
$5.92M -$11.9K -426 -0.2%
TYCC
169
Texas Yale Capital Corp
Florida
$5.91M +$756K +27,155 +14%
JJBC
170
James J. Burns & Company
New York
$5.84M +$22.7K +815 +0.4%
FSWA
171
Financial Synergies Wealth Advisors
Texas
$5.8M -$194K -6,961 -3%
WPIC
172
White Pine Investment Company
Michigan
$5.77M +$905K +32,514 +17%
BP
173
Broadleaf Partners
Ohio
$5.74M -$21.4K -767 -0.3%
GCP
174
Gill Capital Partners
Colorado
$5.73M +$253K +9,090 +4%
BWM
175
Brown Wealth Management
Illinois
$5.64M -$126K -4,541 -2%