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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
Hilltop Wealth Advisors
North Carolina
$4.5M -$2.11M -87,120 -32%
TFS
177
TrustCore Financial Services
Tennessee
$4.45M -$157K -6,474 -3%
SAM
178
Smithbridge Asset Management
Pennsylvania
$4.32M +$94.7K +3,903 +2%
SS
179
Sunbelt Securities
Texas
$4.32M +$413K +17,007 +11%
BAM
180
Berkshire Asset Management
Pennsylvania
$4.22M +$390K +16,068 +10%
YIA
181
YHB Investment Advisors
Connecticut
$4.16M +$342K +14,106 +10%
Bank of America
182
Bank of America
North Carolina
$4.06M +$291K +12,000 +8%
PWA
183
Providence Wealth Advisors
Illinois
$4.05M +$178K +7,356 +5%
EW
184
Element Wealth
Mississippi
$4M +$216K +8,889 +6%
CWA
185
Carolina Wealth Advisors
South Carolina
$3.99M -$160K -6,600 -4%
B
186
Brightworth
Georgia
$3.92M -$33.3K -1,374 -0.9%
AWA
187
Acorn Wealth Advisors
Michigan
$3.91M +$172K +7,098 +5%
LBC
188
Lowe Brockenbrough & Co
Virginia
$3.81M +$9.24K +381 +0.2%
BAMG
189
Brand Asset Management Group
Missouri
$3.79M +$226K +9,297 +6%
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.73M +$44.5K +1,836 +1%
GCP
191
Gill Capital Partners
Colorado
$3.73M -$194K -8,001 -5%
FC
192
Forte Capital
New York
$3.72M +$165K +6,795 +5%
PSIWM
193
Paradigm Strategies in Wealth Management
Minnesota
$3.72M +$3.63M +149,796 New
AOWM
194
Alpha Omega Wealth Management
Virginia
$3.7M +$116K +4,761 +3%
RDWM
195
Red Door Wealth Management
Tennessee
$3.69M +$290K +11,946 +9%
UFA
196
US Financial Advisors
Massachusetts
$3.66M +$170K +7,008 +5%
QAM
197
QCI Asset Management
New York
$3.66M -$784K -32,328 -18%
WSTAM
198
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M -$70.7K -2,916 -2%
MAM
199
McCarthy Asset Management
California
$3.56M +$308K +12,708 +10%
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$3.51M +$52.8K +2,175 +2%