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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
201
Alpha Omega Wealth Management
Virginia
$3.29M +$116K +5,016 +3%
AAS
202
Ameritas Advisory Services
Nebraska
$3.29M +$461K +19,965 +15%
MA
203
Mutual Advisors
Nebraska
$3.28M +$524K +22,716 +17%
TFS
204
TrustCore Financial Services
Tennessee
$3.27M -$96.3K -4,173 -3%
GVAG
205
Great Valley Advisor Group
Delaware
$3.27M +$241K +10,440 +7%
MCM
206
Mengis Capital Management
Oregon
$3.17M +$64.8K +2,808 +2%
JWS
207
Juncture Wealth Strategies
Arizona
$3.16M +$1.61M +69,612 +85%
LBC
208
Lowe Brockenbrough & Co
Virginia
$3.16M +$7.96K +345 +0.2%
SW
209
Simplicity Wealth
New Jersey
$3.13M -$2.07M -89,499 -37%
MTIC
210
Missouri Trust & Investment Company
Missouri
$3.09M +$468K +20,265 +16%
Royal Bank of Canada
211
Royal Bank of Canada
Ontario, Canada
$3.08M +$193K +8,358 +6%
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$3.06M +$73.7K +3,192 +2%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M -$3.95K -171 -0.1%
AMM
214
American Money Management
California
$3.03M +$758K +32,847 +29%
AllianceBernstein
215
AllianceBernstein
Tennessee
$3.02M -$278K -12,054 -8%
SWM
216
Southern Wealth Management
Texas
$2.97M +$263K +11,379 +9%
FCM
217
Fortis Capital Management
Washington
$2.96M -$468K -20,298 -13%
PSIWM
218
Paradigm Strategies in Wealth Management
Minnesota
$2.96M -$42.1K -1,824 -1%
RC
219
Roundview Capital
New Jersey
$2.86M -$84.2K -3,648 -3%
BWL
220
Bogart Wealth LLC
Virginia
$2.86M -$370K -16,038 -11%
MAS
221
Madden Advisory Services
Florida
$2.85M -$36.4K -1,578 -1%
UIA
222
Ulland Investment Advisors
Minnesota
$2.8M -$64.4K -2,790 -2%
SLT
223
St Louis Trust
Missouri
$2.79M +$469K +20,310 +18%
NA
224
NewEdge Advisors
Louisiana
$2.77M -$325K -14,088 -10%
KAS
225
Kestra Advisory Services
Texas
$2.75M +$36.1K +1,566 +1%