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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
201
Roundview Capital
New Jersey
$2.05M -$11.1K -591 -0.5%
JWS
202
Juncture Wealth Strategies
Arizona
$2.04M -$481K -25,716 -19%
B
203
Brightworth
Georgia
$2.03M +$53.3K +2,847 +3%
LWAC
204
Laurel Wealth Advisors (California)
California
$1.99M +$561K +30,012 +40%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$1.92M +$266K +14,193 +16%
WP
206
WealthSource Partners
California
$1.9M -$413K -22,062 -18%
LCC
207
Lincoln Capital Corp
Rhode Island
$1.89M +$18.7K +1,002 +1%
CWP
208
Capital Wealth Planning
Florida
$1.88M +$1.85M +98,979 New
SBL
209
Sargent Bickham Lagudis
Colorado
$1.87M +$943K +50,391 +106%
DW
210
Domani Wealth
Pennsylvania
$1.84M +$43.8K +2,340 +2%
SPIA
211
Steward Partners Investment Advisory
New York
$1.84M +$29.2K +1,563 +2%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$1.83M -$958K -51,213 -35%
TA
213
TMD & Associates
Arizona
$1.79M -$34.8K -1,860 -2%
CA
214
Cetera Advisors
Colorado
$1.78M +$7.91K +423 +0.5%
CWS
215
Cypress Wealth Services
California
$1.75M -$218K -11,658 -11%
UBS AM
216
UBS AM
Illinois
$1.73M +$114K +6,102 +7%
Stifel Financial
217
Stifel Financial
Missouri
$1.72M +$1.38M +74,034 +458%
PWSG
218
Pacific Wealth Strategies Group
California
$1.71M +$14K +750 +0.8%
FBB
219
Fulton Breakefield Broenniman
Maryland
$1.71M -$29.6K -1,581 -2%
KIA
220
KCM Investment Advisors
California
$1.7M
PAMG
221
Patton Albertson Miller Group
Tennessee
$1.66M +$1.66M +88,587 New
BIA
222
Bigelow Investment Advisors
Maine
$1.64M -$186K -9,963 -10%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$1.64M -$50.4K -2,694 -3%
BC
224
Bartlett & Co
Ohio
$1.63M -$50.4K -2,694 -3%
YWP
225
YorkBridge Wealth Partners
New York
$1.63M +$70.8K +3,783 +5%