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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
176
Sargent Bickham Lagudis
Colorado
$4.67M -$133K -5,130 -3%
SPA
177
Sentinel Pension Advisors
Massachusetts
$4.67M -$6.54M -253,365 -59%
GPFA
178
Game Plan Financial Advisors
Ohio
$4.64M -$186K -7,188 -4%
RDWM
179
Red Door Wealth Management
Tennessee
$4.6M +$723K +27,996 +19%
TFS
180
TrustCore Financial Services
Tennessee
$4.52M -$150K -5,817 -3%
OBWG
181
Onyx Bridge Wealth Group
New York
$4.48M +$1.11M +42,942 +32%
YIA
182
YHB Investment Advisors
Connecticut
$4.46M +$258K +9,978 +6%
NRI
183
NFP Retirement Inc
California
$4.4M -$2.19M -84,813 -33%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$4.33M +$1.85M +71,652 +76%
AWA
185
Acorn Wealth Advisors
Michigan
$4.32M +$210K +8,142 +5%
B
186
Brightworth
Georgia
$4.32M +$197K +7,632 +5%
PWA
187
Providence Wealth Advisors
Illinois
$4.3M +$27K +1,044 +0.6%
BAMG
188
Brand Asset Management Group
Missouri
$4.18M +$193K +7,491 +5%
EW
189
Element Wealth
Mississippi
$4.15M -$63.4K -2,454 -2%
AOWM
190
Alpha Omega Wealth Management
Virginia
$4.1M +$203K +7,851 +5%
CWA
191
Carolina Wealth Advisors
South Carolina
$4.08M -$113K -4,368 -3%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.03M +$106K +4,119 +3%
MAM
193
McCarthy Asset Management
California
$4.02M +$273K +10,560 +7%
LBC
194
Lowe Brockenbrough & Co
Virginia
$3.98M -$21.7K -840 -0.5%
GCP
195
Gill Capital Partners
Colorado
$3.93M +$8.52K +330 +0.2%
FC
196
Forte Capital
New York
$3.92M +$6.51K +252 +0.2%
VA
197
Valmark Advisers
Ohio
$3.91M +$830K +32,130 +27%
ACA
198
Atlas Capital Advisors
Wyoming
$3.84M +$298K +11,526 +9%
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$3.82M -$8.76K -339 -0.2%
MSFS
200
Main Street Financial Solutions
Pennsylvania
$3.81M +$216K +8,355 +6%