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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
201
Edge Advisors
Georgia
$899K +$269 +15 +0%
SCA
202
Snowden Capital Advisors
New York
$889K +$222K +12,357 +32%
MCM
203
Mitchell Capital Management
Kansas
$881K -$466K -25,938 -34%
WC
204
Whitnell & Co
Illinois
$875K -$43.5K -2,421 -5%
SGAM
205
Steinberg Global Asset Management
Florida
$867K +$35.4K +1,971 +4%
ASN
206
Advisory Services Network
Georgia
$842K +$70.9K +3,945 +9%
LPIC
207
LeJeune Puetz Investment Counsel
Michigan
$819K +$6.74K +375 +0.8%
PLFAM
208
Pineno Levin & Ford Asset Management
Virginia
$816K +$431 +24 +0.1%
VCM
209
Vivaldi Capital Management
Illinois
$773K +$169K +9,396 +27%
BPM
210
Bowling Portfolio Management
Ohio
$764K +$12.2K +678 +2%
AI
211
Atria Investments
North Carolina
$753K -$2.44M -135,669 -76%
APP
212
Avantax Planning Partners
Iowa
$741K +$755K +42,018 New
MIAN
213
Mariner Independent Advisor Network
Kansas
$731K +$746K +41,508 New
BAM
214
Belpointe Asset Management
Nevada
$725K +$7.28K +405 +1%
CA
215
Cambridge Advisors
Nebraska
$716K +$113K +6,264 +18%
SWA
216
Sutton Wealth Advisors
Florida
$711K +$208K +11,562 +40%
PFM
217
Phillips Financial Management
Indiana
$709K -$114K -6,345 -13%
LNB
218
Ledyard National Bank
$670K -$213K -11,847 -24%
JWA
219
JFS Wealth Advisors
Pennsylvania
$667K +$74K +4,119 +12%
TFS
220
TrustCore Financial Services
Tennessee
$664K +$546K +30,387 +419%
WF
221
WealthTrust Fairport
Ohio
$661K +$87.7K +4,884 +15%
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$649K -$305K -16,983 -32%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$639K +$72.8K +4,053 +13%
Brown Advisory
224
Brown Advisory
Maryland
$611K -$1.08M -60,321 -64%
AIA
225
Armor Investment Advisors
North Carolina
$609K +$124K +6,900 +25%