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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
176
DHJJ Financial Advisors
Illinois
$5.53M -$340K -12,901 -6%
PFA
177
Pure Financial Advisors
California
$5.42M -$139K -5,288 -3%
FLFS
178
Family Legacy Financial Solutions
North Carolina
$5.38M +$5.06M +191,950 New
NOI
179
Newton One Investments
Delaware
$5.37M -$918K -34,804 -15%
SOS
180
Silver Oak Securities
Tennessee
$5.29M -$66K -2,502 -1%
VIA
181
Victrix Investment Advisors
Florida
$5.16M -$69.6K -2,639 -1%
Betterment LLC
182
Betterment LLC
New York
$5.15M +$698K +26,469 +17%
RWM
183
Reston Wealth Management
Virginia
$5.13M +$396K +15,020 +9%
GG
184
Gleason Group
Kentucky
$5.07M +$58.7K +2,227 +1%
CPA
185
Cathy Pareto & Associates
Florida
$5.02M +$175K +6,616 +4%
TYCC
186
Texas Yale Capital Corp
Florida
$4.98M -$1.26M -47,878 -21%
BBW
187
Blue Barn Wealth
Utah
$4.83M +$232K +8,798 +5%
Northern Trust
188
Northern Trust
Illinois
$4.78M +$4.13M +156,446 +1,122%
OFS
189
OneAscent Financial Services
Alabama
$4.78M -$4.39M -166,456 -49%
PAG
190
Powers Advisory Group
Illinois
$4.75M +$121K +4,585 +3%
LSWP
191
Liberty Square Wealth Partners
Pennsylvania
$4.71M -$943K -35,741 -18%
B
192
Birchbrook
Maine
$4.65M -$509K -19,302 -10%
MCM
193
Mengis Capital Management
Oregon
$4.62M -$86.9K -3,295 -2%
MAM
194
McCarthy Asset Management
California
$4.51M -$34.6K -1,310 -0.8%
MI
195
Moneywise Inc
Virginia
$4.5M -$778K -29,500 -16%
GVAG
196
Great Valley Advisor Group
Delaware
$4.47M -$166K -6,309 -4%
FIC
197
Family Investment Center
Missouri
$4.45M -$64.3K -2,439 -2%
HWA
198
Hilltop Wealth Advisors
North Carolina
$4.41M -$9.65K -366 -0.2%
MAS
199
Madden Advisory Services
Florida
$4.37M +$74.5K +2,825 +2%
NDSI
200
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M -$231K -8,744 -5%