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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$4.07M +$770K +30,732 +24%
FC
202
Forte Capital
New York
$4M
AllianceBernstein
203
AllianceBernstein
Tennessee
$3.95M -$14.7M -587,625 -79%
LA
204
LexAurum Advisors
Kansas
$3.87M +$3.51M +140,052 +1,065%
GCP
205
Gill Capital Partners
Colorado
$3.86M -$3.08K -123 -0.1%
FCAG
206
First Capital Advisors Group
New Jersey
$3.86M -$837K -33,393 -18%
BWL
207
Bogart Wealth LLC
Virginia
$3.86M +$57.4K +2,292 +2%
AOWM
208
Alpha Omega Wealth Management
Virginia
$3.86M +$22K +879 +0.6%
CCFM
209
Clear Creek Financial Management
Washington
$3.84M -$930K -37,086 -20%
VA
210
Valmark Advisers
Ohio
$3.81M +$163K +6,516 +5%
LBC
211
Lowe Brockenbrough & Co
Virginia
$3.81M -$32.7K -1,305 -0.9%
MCM
212
Mengis Capital Management
Oregon
$3.77M +$103K +4,116 +3%
SFA
213
Sequoia Financial Advisors
Ohio
$3.73M +$206K +8,235 +6%
NA
214
NewEdge Advisors
Louisiana
$3.71M -$627K -25,011 -15%
GVAG
215
Great Valley Advisor Group
Delaware
$3.69M +$3.98K +159 +0.1%
PSIWM
216
Paradigm Strategies in Wealth Management
Minnesota
$3.63M +$36.3K +1,449 +1%
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$3.62M +$3.16K +126 +0.1%
RC
218
Roundview Capital
New Jersey
$3.56M -$25.3K -1,011 -0.7%
Royal Bank of Canada
219
Royal Bank of Canada
Ontario, Canada
$3.52M -$1.26M -50,166 -27%
OFG
220
Orcam Financial Group
California
$3.51M -$224K -8,925 -6%
EFS
221
Econ Financial Services
Pennsylvania
$3.49M -$2.55M -101,547 -42%
MAS
222
Madden Advisory Services
Florida
$3.48M +$101K +4,041 +3%
AAS
223
Ameritas Advisory Services
Nebraska
$3.47M +$58.7K +2,343 +2%
WSTAM
224
Wilbanks Smith & Thomas Asset Management
Virginia
$3.47M +$9.85K +393 +0.3%
UIA
225
Ulland Investment Advisors
Minnesota
$3.45M -$758K -30,240 -18%