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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
201
Lowe Brockenbrough & Co
Virginia
$3.88M -$22.7K -870 -0.6%
AI
202
Atria Investments
North Carolina
$3.88M +$2.78M +106,218 +233%
FC
203
Forte Capital
New York
$3.81M -$23.7K -906 -0.6%
ACWM
204
Adams Chetwood Wealth Management
North Carolina
$3.79M -$1.51M -57,783 -28%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$3.74M -$1.41K -54 -0%
GVAG
206
Great Valley Advisor Group
Delaware
$3.7M +$705 +27 +0%
PSIWM
207
Paradigm Strategies in Wealth Management
Minnesota
$3.68M +$45.9K +1,758 +1%
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$3.64M +$171K +6,552 +5%
RC
209
Roundview Capital
New Jersey
$3.63M +$9.17K +351 +0.2%
MCM
210
Mengis Capital Management
Oregon
$3.58M +$201K +7,677 +6%
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$3.57M +$42.7K +1,635 +1%
HB
212
Homrich & Berg
Georgia
$3.53M -$7.76K -297 -0.2%
EH
213
Equitable Holdings
New York
$3.53M +$719K +27,519 +25%
VA
214
Valmark Advisers
Ohio
$3.51M -$323K -12,372 -8%
SWM
215
Southern Wealth Management
Texas
$3.51M +$27.2K +1,041 +0.8%
ACA
216
Atlas Capital Advisors
Wyoming
$3.46M -$306K -11,694 -8%
QAM
217
QCI Asset Management
New York
$3.45M -$48.7K -1,863 -1%
FVWA
218
Foster Victor Wealth Advisors
South Carolina
$3.4M +$381K +14,601 +12%
AIC
219
Ameritas Investment Company
Nebraska
$3.33M +$369K +14,112 +12%
SAF
220
Smith Anglin Financial
Texas
$3.31M +$105K +4,002 +3%
CFA
221
Cahill Financial Advisors
Minnesota
$3.26M -$54.3K -2,079 -2%
MAS
222
Madden Advisory Services
Florida
$3.23M +$536K +20,520 +19%
TWM
223
Tradition Wealth Management
Minnesota
$3.19M -$25.4K -972 -0.8%
BAM
224
Belpointe Asset Management
Nevada
$3.16M +$995K +38,070 +44%
CFO
225
Collective Family Office
Pennsylvania
$3.15M -$136K -5,220 -4%