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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pure Financial Advisors
California
$4.99M -$36.1K -1,569 -0.7%
SWM
177
Sculati Wealth Management
Michigan
$4.99M -$77.4K -3,363 -2%
PVAMC
178
PPS&V Asset Management Consultants
Michigan
$4.95M +$45K +1,953 +0.9%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.95M +$61.7K +2,679 +1%
CIA
180
Cape Investment Advisory
Georgia
$4.93M +$5.02M +218,151 New
LA
181
LexAurum Advisors
Kansas
$4.9M +$93.8K +4,074 +2%
NCM
182
Northwest Capital Management
Oregon
$4.88M -$43.2K -1,875 -0.9%
SAM
183
Smithbridge Asset Management
Pennsylvania
$4.77M +$36.5K +1,584 +0.8%
CCM
184
Colorado Capital Management
Colorado
$4.75M -$61K -2,649 -1%
FSWA
185
Financial Synergies Wealth Advisors
Texas
$4.74M -$10.2K -444 -0.2%
AWG
186
Altus Wealth Group
Colorado
$4.65M -$2.42K -105 -0.1%
PAG
187
Private Advisor Group
New Jersey
$4.62M +$230K +9,996 +5%
MTIC
188
Missouri Trust & Investment Company
Missouri
$4.6M +$527K +22,869 +13%
MAM
189
McCarthy Asset Management
California
$4.59M +$23.3K +1,011 +0.5%
HWA
190
Hilltop Wealth Advisors
North Carolina
$4.58M -$120K -5,202 -3%
BFG
191
Berger Financial Group
Minnesota
$4.56M -$7.58M -328,932 -62%
GCP
192
Gill Capital Partners
Colorado
$4.47M +$24.5K +1,062 +0.5%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$4.43M +$44.8K +1,947 +1%
SS
194
Sunbelt Securities
Texas
$4.39M +$251K +10,878 +6%
CA
195
Clearstead Advisors
Ohio
$4.38M +$6.56K +285 +0.1%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$4.37M -$385K -16,710 -8%
PTCG
197
Pring Turner Capital Group
California
$4.36M +$4.44M +192,651 New
CCM
198
Coldstream Capital Management
Washington
$4.33M +$88.2K +3,831 +2%
BP
199
Broadleaf Partners
Ohio
$4.31M +$423K +18,387 +11%
FIC
200
Family Investment Center
Missouri
$4.26M -$30.7K -1,332 -0.7%