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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIA
176
Victrix Investment Advisors
Florida
$6.62M +$347K +10,913 +5%
FSWA
177
Financial Synergies Wealth Advisors
Texas
$6.56M -$148K -4,646 -2%
DF
178
Downshift Financial
Colorado
$6.47M -$750K -23,556 -11%
Lido Advisors
179
Lido Advisors
California
$6.41M -$3.11M -97,674 -32%
KBFS
180
Kohmann Bosshard Financial Services
Ohio
$6.35M -$138K -4,339 -2%
AIM
181
Anchor Investment Management
South Carolina
$6.35M -$79.3K -2,489 -1%
MFG
182
Merit Financial Group
Georgia
$6.34M -$175K -5,495 -3%
DFA
183
DHJJ Financial Advisors
Illinois
$6.21M +$27.7K +871 +0.4%
CIA
184
Cape Investment Advisory
Georgia
$6.05M -$1.5K -47 -0%
OC
185
OxenFree Capital
Florida
$5.96M +$5.75M +180,743 New
OFS
186
OneAscent Financial Services
Alabama
$5.95M +$178K +5,585 +3%
NOI
187
Newton One Investments
Delaware
$5.91M -$69.5K -2,183 -1%
AF
188
Advisornet Financial
Minnesota
$5.9M +$241K +7,556 +4%
TYCC
189
Texas Yale Capital Corp
Florida
$5.87M +$185K +5,814 +3%
MWM
190
Modern Wealth Management
Kansas
$5.82M -$15.7K -494 -0.3%
DWM
191
Diversify Wealth Management
Utah
$5.8M +$934K +29,349 +20%
PFA
192
Pure Financial Advisors
California
$5.77M -$116K -3,640 -2%
RWM
193
Reston Wealth Management
Virginia
$5.73M -$691K -21,704 -10%
GG
194
Gleason Group
Kentucky
$5.73M -$34.5K -1,083 -0.6%
MF
195
Manchester Financial
California
$5.68M -$383K -12,021 -6%
MAS
196
Madden Advisory Services
Florida
$5.61M +$251K +7,882 +5%
DWM
197
Destination Wealth Management
California
$5.6M -$756K -23,756 -12%
MI
198
Moneywise Inc
Virginia
$5.6M +$528K +16,592 +10%
PAG
199
Powers Advisory Group
Illinois
$5.58M +$81.6K +2,563 +1%
CP
200
Creekside Partners
California
$5.57M +$133K +4,173 +2%