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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
176
Jacobi Capital Management
Pennsylvania
$7.67M -$259K -7,532 -3%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$7.65M +$1.14M +33,128 +19%
MFG
178
Merit Financial Group
Georgia
$7.49M -$60.4K -1,755 -0.9%
FSWA
179
Financial Synergies Wealth Advisors
Texas
$7.35M -$436K -12,666 -6%
KBFS
180
Kohmann Bosshard Financial Services
Ohio
$7.23M -$311K -9,026 -4%
AF
181
Advisornet Financial
Minnesota
$7.21M +$179K +5,205 +3%
CIA
182
Cape Investment Advisory
Georgia
$7.18M -$17.5K -508 -0.3%
OFS
183
OneAscent Financial Services
Alabama
$7.09M +$7.64K +222 +0.1%
TYCC
184
Texas Yale Capital Corp
Florida
$7.06M +$64.1K +1,862 +1%
NOI
185
Newton One Investments
Delaware
$7.02M -$17K -495 -0.3%
RWM
186
Reston Wealth Management
Virginia
$7M +$160K +4,659 +3%
OC
187
OxenFree Capital
Florida
$6.96M +$517K +15,008 +8%
GG
188
Gleason Group
Kentucky
$6.87M +$40.4K +1,175 +0.6%
WANY
189
Wealthspire Advisors (New York)
New York
$6.87M +$472K +13,720 +8%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$6.84M +$644K +18,707 +11%
MI
191
Moneywise Inc
Virginia
$6.79M +$112K +3,262 +2%
PFA
192
Pure Financial Advisors
California
$6.71M -$155K -4,497 -2%
PAG
193
Powers Advisory Group
Illinois
$6.7M +$54.1K +1,571 +0.9%
MAS
194
Madden Advisory Services
Florida
$6.7M +$21.3K +619 +0.3%
CP
195
Creekside Partners
California
$6.67M +$36.2K +1,052 +0.6%
SCP
196
Stevens Capital Partners
Nebraska
$6.65M +$1.19M +34,566 +24%
Lido Advisors
197
Lido Advisors
California
$6.62M -$951K -27,623 -13%
DWM
198
Destination Wealth Management
California
$6.52M -$139K -4,032 -2%
MCM
199
Mengis Capital Management
Oregon
$6.43M +$190K +5,519 +3%
CI
200
CX Institutional
Indiana
$6.37M +$594K +17,249 +11%