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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HB
201
Homrich & Berg
Georgia
$3.47M +$13.3K +549 +0.4%
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$3.44M -$38.8K -1,599 -1%
RC
203
Roundview Capital
New Jersey
$3.42M +$57.9K +2,385 +2%
MSFS
204
Main Street Financial Solutions
Pennsylvania
$3.42M +$160K +6,582 +5%
ACA
205
Atlas Capital Advisors
Wyoming
$3.36M
OBWG
206
Onyx Bridge Wealth Group
New York
$3.33M +$2.49M +102,780 +326%
SAF
207
Smith Anglin Financial
Texas
$3.31M -$6.15M -253,671 -66%
TWM
208
Tradition Wealth Management
Minnesota
$3.31M -$3.64M -149,958 -53%
KAS
209
Kestra Advisory Services
Texas
$3.25M -$36.8M -1,516,620 -92%
MCM
210
Mengis Capital Management
Oregon
$3.19M +$61.4K +2,529 +2%
SWM
211
Southern Wealth Management
Texas
$3.18M +$379K +15,618 +14%
CFA
212
Cahill Financial Advisors
Minnesota
$3.13M +$28.9K +1,191 +1%
SFA
213
Sequoia Financial Advisors
Ohio
$3.06M -$326K -13,437 -10%
CFO
214
Collective Family Office
Pennsylvania
$3.06M -$83.3K -3,435 -3%
MG
215
Mather Group
Illinois
$3.03M -$120K -4,959 -4%
PA
216
Paracle Advisors
Washington
$2.99M -$140K -5,787 -5%
RWA
217
River Wealth Advisors
Pennsylvania
$2.99M -$161K -6,648 -5%
KP
218
Keel Point
Alabama
$2.94M +$63.5K +2,616 +2%
VA
219
Valmark Advisers
Ohio
$2.92M +$205K +8,469 +8%
SHJ
220
Sharkey, Howes & Javer
Colorado
$2.89M -$49.5K -2,040 -2%
FHB
221
First Hawaiian Bank
Hawaii
$2.85M -$172K -7,083 -6%
AWG
222
Altus Wealth Group
Colorado
$2.82M +$103K +4,254 +4%
SCM
223
Southport Capital Management
Tennessee
$2.81M +$2.75M +113,451 New
BA
224
Bristlecone Advisors
Washington
$2.72M +$99.1K +4,086 +4%
MA
225
Mutual Advisors
Nebraska
$2.71M +$2.65M +109,338 New