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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
$3.81M +$125K +4,821 +3%
MSA
202
Marino Stram & Associates
Massachusetts
$3.81M +$3.77M +145,896 New
GVAG
203
Great Valley Advisor Group
Delaware
$3.78M +$3.74M +144,933 New
PSIWM
204
Paradigm Strategies in Wealth Management
Minnesota
$3.71M -$193K -7,476 -5%
RC
205
Roundview Capital
New Jersey
$3.69M +$91.9K +3,558 +3%
HB
206
Homrich & Berg
Georgia
$3.62M -$36.7K -1,422 -1%
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$3.6M -$91.9K -3,558 -3%
SWM
208
Southern Wealth Management
Texas
$3.58M +$211K +8,181 +6%
QAM
209
QCI Asset Management
New York
$3.57M -$275K -10,638 -7%
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$3.54M -$71K -2,748 -2%
MA
211
Mutual Advisors
Nebraska
$3.54M +$685K +26,529 +24%
MCM
212
Mengis Capital Management
Oregon
$3.46M +$106K +4,092 +3%
AIC
213
Ameritas Investment Company
Nebraska
$3.41M +$1.22M +47,142 +68%
CFA
214
Cahill Financial Advisors
Minnesota
$3.39M +$89.7K +3,471 +3%
HFS
215
Horizon Financial Services
North Carolina
$3.36M +$3.33M +128,859 New
CFO
216
Collective Family Office
Pennsylvania
$3.35M +$138K +5,346 +4%
AFG
217
Albion Financial Group
Utah
$3.32M +$3.29M +127,383 New
TWM
218
Tradition Wealth Management
Minnesota
$3.28M -$199K -7,698 -6%
SAF
219
Smith Anglin Financial
Texas
$3.27M -$210K -8,115 -6%
SFA
220
Sequoia Financial Advisors
Ohio
$3.21M -$10.8K -417 -0.3%
KAS
221
Kestra Advisory Services
Texas
$3.17M -$244K -9,429 -7%
IWC
222
Integrated Wealth Concepts
Massachusetts
$3.14M -$5.44M -210,525 -64%
RWA
223
River Wealth Advisors
Pennsylvania
$3.13M -$8.99K -348 -0.3%
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$3.09M +$479K +18,531 +19%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$3.07M +$734K +28,422 +32%