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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
Roundview Capital
New Jersey
$2M +$7.4K +414 +0.4%
CHA
202
Carmichael Hill & Associates
Maryland
$1.98M -$23.5K -1,314 -1%
MCM
203
Mengis Capital Management
Oregon
$1.96M +$90.7K +5,073 +5%
CWS
204
Cypress Wealth Services
California
$1.92M -$320K -17,904 -15%
B
205
Brightworth
Georgia
$1.91M +$251K +14,052 +16%
TFS
206
Thoroughbred Financial Services
Tennessee
$1.91M +$1.85M +103,596 New
ASN
207
Advisory Services Network
Georgia
$1.89M +$162K +9,078 +10%
LCC
208
Lincoln Capital Corp
Rhode Island
$1.81M +$4.29K +240 +0.2%
BIA
209
Bigelow Investment Advisors
Maine
$1.78M -$127K -7,119 -7%
TA
210
TMD & Associates
Arizona
$1.77M -$551K -30,825 -24%
SPIA
211
Steward Partners Investment Advisory
New York
$1.75M -$109K -6,084 -6%
DW
212
Domani Wealth
Pennsylvania
$1.75M +$209K +11,697 +14%
CA
213
Cetera Advisors
Colorado
$1.72M +$200K +11,220 +14%
FBB
214
Fulton Breakefield Broenniman
Maryland
$1.69M -$198K -11,091 -11%
WF
215
WealthTrust Fairport
Ohio
$1.68M +$58.4K +3,270 +4%
KIA
216
KCM Investment Advisors
California
$1.65M -$10.3K -576 -0.6%
PWSG
217
Pacific Wealth Strategies Group
California
$1.65M +$4.45K +249 +0.3%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$1.64M -$1.1M -61,446 -41%
BC
219
Bartlett & Co
Ohio
$1.64M -$1.1M -61,446 -41%
KWM
220
Kingsview Wealth Management
Oregon
$1.64M -$253K -14,175 -14%
BPA
221
Beacon Pointe Advisors
California
$1.63M -$70.5K -3,945 -4%
PWMG
222
Prestige Wealth Management Group
New Jersey
$1.62M -$180K -10,098 -10%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$1.6M +$212K +11,877 +16%
TW
224
Transform Wealth
Colorado
$1.58M -$112K -6,243 -7%
UBS AM
225
UBS AM
Illinois
$1.57M -$32.6K -1,827 -2%