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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.64M +$344K +18,408 +15%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$2.56M -$110K -5,886 -4%
FA
178
Fagan Associates
New York
$2.56M +$108K +5,778 +4%
AG
179
Advisor Group
Arizona
$2.54M +$46.2K +2,469 +2%
AOWM
180
Alpha Omega Wealth Management
Virginia
$2.53M +$22.2K +1,185 +0.9%
AFS
181
Access Financial Services
Minnesota
$2.51M -$109K -5,805 -4%
SCP
182
Shorepoint Capital Partners
Massachusetts
$2.44M -$212K -11,328 -8%
SFA
183
Sequoia Financial Advisors
Ohio
$2.4M +$45.9K +2,451 +2%
BL
184
Balentine LLC
Georgia
$2.4M – – –
MCM
185
MAI Capital Management
Ohio
$2.38M +$2.34M +125,340 New
ACM
186
AlphaStar Capital Management
North Carolina
$2.37M -$466K -24,933 -17%
BW
187
Bison Wealth
Georgia
$2.33M +$133K +7,107 +6%
SWM
188
Stockman Wealth Management
Montana
$2.32M -$211K -11,274 -8%
Goldman Sachs
189
Goldman Sachs
New York
$2.28M -$41.8M -2,236,887 -95%
IF
190
Ironwood Financial
Arizona
$2.28M +$97.9K +5,235 +5%
BPA
191
Beacon Pointe Advisors
California
$2.28M +$588K +31,428 +35%
WIC
192
Whitegate Investment Counselors
New Hampshire
$2.27M +$30.8K +1,644 +1%
JPLA
193
Joseph P. Lucia & Associates
New York
$2.26M +$237K +12,651 +12%
AA
194
Alesco Advisors
New York
$2.24M -$34.3K -1,833 -2%
ACM
195
Armbruster Capital Management
New York
$2.22M -$617 -33 -0%
BC
196
Barnett & Company
Tennessee
$2.21M -$251K -13,416 -10%
SWM
197
SeaCrest Wealth Management
New York
$2.19M -$168 -9 -0%
HI
198
Hudock Inc
Pennsylvania
$2.15M +$1.2M +63,930 +130%
MCM
199
Mengis Capital Management
Oregon
$2.14M +$118K +6,312 +6%
EWM
200
Evermay Wealth Management
Virginia
$2.13M -$37.6K -2,010 -2%