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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$3.8M -$1.15M -52,656 -23%
BP
202
Broadleaf Partners
Ohio
$3.76M +$12.8K +582 +0.3%
GVAG
203
Great Valley Advisor Group
Delaware
$3.62M +$171K +7,800 +5%
VA
204
Valmark Advisers
Ohio
$3.6M +$78.3K +3,573 +2%
YIA
205
YHB Investment Advisors
Connecticut
$3.56M +$51.1K +2,331 +1%
BSAM
206
Blue Square Asset Management
New York
$3.56M +$3.56M +162,555 New
CWA
207
Carolina Wealth Advisors
South Carolina
$3.54M -$18.1K -828 -0.5%
Stifel Financial
208
Stifel Financial
Missouri
$3.51M -$1.83M -83,463 -34%
NRI
209
NFP Retirement Inc
California
$3.46M -$1.34M -61,116 -28%
RWM
210
Reston Wealth Management
Virginia
$3.42M +$1.72M +78,276 +100%
AMM
211
American Money Management
California
$3.41M +$146K +6,657 +4%
PWA
212
Providence Wealth Advisors
Illinois
$3.39M +$20.7K +945 +0.6%
MA
213
Mutual Advisors
Nebraska
$3.38M +$131K +5,979 +4%
MCM
214
Mengis Capital Management
Oregon
$3.34M -$55.7K -2,541 -2%
AOWM
215
Alpha Omega Wealth Management
Virginia
$3.33M -$108K -4,905 -3%
PMFA
216
Plante Moran Financial Advisors
Michigan
$3.27M -$885K -40,359 -21%
VBWMG
217
Von Berge Wealth Management Group
California
$3.25M +$160K +7,323 +6%
TFS
218
TrustCore Financial Services
Tennessee
$3.25M -$70.5K -3,219 -2%
Royal Bank of Canada
219
Royal Bank of Canada
Ontario, Canada
$3.23M +$35.6K +1,623 +1%
JJBC
220
James J. Burns & Company
New York
$3.23M -$83K -3,786 -3%
SF
221
Safeguard Financial
Wisconsin
$3.2M +$335K +15,285 +12%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$3.19M -$22K -1,005 -0.7%
LBC
223
Lowe Brockenbrough & Co
Virginia
$3.18M -$46.9K -2,142 -1%
KAS
224
Kestra Advisory Services
Texas
$3.14M +$182K +8,322 +6%
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M -$39.3K -1,791 -1%