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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
201
Transform Wealth
Colorado
$1.47M
KIA
202
KCM Investment Advisors
California
$1.44M +$262 +15 +0%
B
203
Brightworth
Georgia
$1.43M -$301K -17,199 -16%
PWSG
204
Pacific Wealth Strategies Group
California
$1.42M +$171K +9,780 +12%
WF
205
WealthTrust Fairport
Ohio
$1.4M +$721K +41,238 +89%
YWP
206
YorkBridge Wealth Partners
New York
$1.39M +$1.52M +86,976 New
UBS AM
207
UBS AM
Illinois
$1.38M +$1.46M +83,403 +2,562%
OA
208
Opes Advisors
California
$1.38M -$68.8K -3,936 -4%
MA
209
MUFG Americas
New York
$1.36M +$774K +44,292 +108%
DW
210
Domani Wealth
Pennsylvania
$1.32M +$1.45M +82,866 New
CA
211
Cetera Advisors
Colorado
$1.31M +$1.68K +96 +0.1%
SIAS
212
Shine Investment Advisory Services
Colorado
$1.27M +$2.46K +141 +0.2%
AMM
213
American Money Management
California
$1.27M -$30K -1,719 -2%
KM
214
Kalos Management
Georgia
$1.26M +$1.09M +62,124 New
MWM
215
Meridian Wealth Management
Kentucky
$1.26M +$111K +6,348 +9%
FC
216
FCA Corp
Texas
$1.24M +$51.1K +2,925 +4%
BC
217
Brio Consultants
California
$1.24M +$1.35M +77,547 New
BAM
218
Belpointe Asset Management
Nevada
$1.2M +$223K +12,750 +20%
JMPWA
219
JP Morgan Private Wealth Advisors
California
$1.2M +$975K +55,800 +290%
WPA
220
West Paces Advisors
Georgia
$1.2M +$1.31M +74,997 New
BFEC
221
Benjamin F. Edwards & Company
Missouri
$1.2M +$173K +9,912 +15%
FAG
222
Financial Advisory Group
Texas
$1.18M +$722K +41,340 +128%
SCA
223
Strategic Capital Advisers
Colorado
$1.17M -$8.7K -498 -0.7%
TRCT
224
Tower Research Capital (TRC)
New York
$1.16M +$985K +56,373 +353%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$1.11M -$386K -22,116 -24%