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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
201
YorkBridge Wealth Partners
New York
$3.5M +$35.7K +1,470 +1%
HB
202
Homrich & Berg
Georgia
$3.47M +$13.3K +549 +0.4%
Royal Bank of Canada
203
Royal Bank of Canada
Ontario, Canada
$3.44M -$38.8K -1,599 -1%
RC
204
Roundview Capital
New Jersey
$3.42M +$57.9K +2,385 +2%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$3.42M +$160K +6,582 +5%
ACA
206
Atlas Capital Advisors
Wyoming
$3.36M – – –
OBWG
207
Onyx Bridge Wealth Group
New York
$3.33M +$2.49M +102,780 +326%
SAF
208
Smith Anglin Financial
Texas
$3.31M -$6.15M -253,671 -66%
TWM
209
Tradition Wealth Management
Minnesota
$3.31M -$3.64M -149,958 -53%
KAS
210
Kestra Advisory Services
Texas
$3.25M -$36.8M -1,516,620 -92%
MCM
211
Mengis Capital Management
Oregon
$3.19M +$61.4K +2,529 +2%
SWM
212
Southern Wealth Management
Texas
$3.18M +$379K +15,618 +14%
CFA
213
Cahill Financial Advisors
Minnesota
$3.13M +$28.9K +1,191 +1%
SFA
214
Sequoia Financial Advisors
Ohio
$3.06M -$326K -13,437 -10%
CFO
215
Collective Family Office
Pennsylvania
$3.06M -$83.3K -3,435 -3%
MG
216
Mather Group
Illinois
$3.03M -$120K -4,959 -4%
PA
217
Paracle Advisors
Washington
$2.99M -$140K -5,787 -5%
RWA
218
River Wealth Advisors
Pennsylvania
$2.99M -$161K -6,648 -5%
KP
219
Keel Point
Alabama
$2.94M +$63.5K +2,616 +2%
VA
220
Valmark Advisers
Ohio
$2.92M +$205K +8,469 +8%
SHJ
221
Sharkey, Howes & Javer
Colorado
$2.89M -$49.5K -2,040 -2%
FHB
222
First Hawaiian Bank
Hawaii
$2.85M -$172K -7,083 -6%
AWG
223
Altus Wealth Group
Colorado
$2.82M +$103K +4,254 +4%
SCM
224
Southport Capital Management
Tennessee
$2.81M +$2.75M +113,451 New
BA
225
Bristlecone Advisors
Washington
$2.72M +$99.1K +4,086 +4%