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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Birchbrook
Maine
$5.51M +$5.03M +219,351 New
LIM
177
Lathrop Investment Management
Arkansas
$5.46M -$441K -19,254 -8%
VFIC
178
Valley Forge Investment Consultants
Pennsylvania
$5.42M -$1.59M -69,462 -24%
AWG
179
Altus Wealth Group
Colorado
$5.39M -$47.1K -2,055 -0.9%
SWM
180
Sculati Wealth Management
Michigan
$5.38M -$65.9K -2,877 -1%
CIA
181
Cape Investment Advisory
Georgia
$5.31M -$62K -2,706 -1%
BP
182
Broadleaf Partners
Ohio
$5.26M -$24.5K -1,068 -0.5%
PAG
183
Private Advisor Group
New Jersey
$5.26M +$21.4K +933 +0.4%
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$5.25M +$1.27M +55,302 +36%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$5.23M +$832K +36,306 +21%
HWA
186
Hilltop Wealth Advisors
North Carolina
$5.17M +$25.4K +1,107 +0.5%
GCP
187
Gill Capital Partners
Colorado
$5.12M +$200K +8,742 +4%
H
188
HoyleCohen
California
$5.08M +$486K +21,225 +12%
CWM
189
Congress Wealth Management
Massachusetts
$4.98M -$117K -5,124 -3%
OFS
190
OneAscent Financial Services
Alabama
$4.97M -$22.1K -963 -0.5%
B
191
Bensler
Washington
$4.96M -$464K -20,265 -9%
VA
192
Valmark Advisers
Ohio
$4.9M +$122K +5,319 +3%
MTIC
193
Missouri Trust & Investment Company
Missouri
$4.85M +$142K +6,192 +3%
SOS
194
Silver Oak Securities
Tennessee
$4.8M +$709K +30,963 +19%
FIC
195
Family Investment Center
Missouri
$4.77M +$99.2K +4,329 +2%
BCM
196
Brookstone Capital Management
Illinois
$4.64M -$19M -831,321 -82%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$4.59M -$532K -23,235 -10%
LBC
198
Lowe Brockenbrough & Co
Virginia
$4.59M +$1.12M +49,059 +37%
GVAG
199
Great Valley Advisor Group
Delaware
$4.52M -$12.4K -543 -0.3%
MAM
200
McCarthy Asset Management
California
$4.45M -$108K -4,722 -3%