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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Peterson Wealth Advisors
Utah
$4.21M +$115K +5,004 +3%
WFAG
202
Wescott Financial Advisory Group
Pennsylvania
$4.17M -$71.5K -3,105 -2%
AMM
203
American Money Management
California
$4.14M +$627K +27,234 +17%
VA
204
Valmark Advisers
Ohio
$4.06M +$340K +14,748 +9%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4M -$60.5K -2,625 -1%
TW
206
Transform Wealth
Colorado
$3.96M +$1.98M +86,145 +97%
AWA
207
Acorn Wealth Advisors
Michigan
$3.96M +$6.42K +279 +0.2%
NRI
208
NFP Retirement Inc
California
$3.95M +$378K +16,422 +10%
EFG
209
Everhart Financial Group
Ohio
$3.93M -$28.9K -1,257 -0.7%
GVAG
210
Great Valley Advisor Group
Delaware
$3.88M +$145K +6,288 +4%
Stifel Financial
211
Stifel Financial
Missouri
$3.81M +$185K +8,043 +5%
BSAM
212
Blue Square Asset Management
New York
$3.81M +$135K +5,853 +4%
YIA
213
YHB Investment Advisors
Connecticut
$3.79M +$107K +4,653 +3%
WMG
214
WESCAP Management Group
California
$3.78M -$454K -19,728 -11%
Royal Bank of Canada
215
Royal Bank of Canada
Ontario, Canada
$3.77M +$430K +18,654 +13%
UCFA
216
United Capital Financial Advisors
Texas
$3.68M -$256K -11,133 -6%
NA
217
NewEdge Advisors
Louisiana
$3.64M +$447K +19,413 +13%
CWA
218
Carolina Wealth Advisors
South Carolina
$3.62M -$38.1K -1,656 -1%
RWM
219
Reston Wealth Management
Virginia
$3.58M +$46.6K +2,025 +1%
Northern Trust
220
Northern Trust
Illinois
$3.5M +$960K +41,664 +37%
MCM
221
Mengis Capital Management
Oregon
$3.49M +$29.2K +1,269 +0.8%
AFO
222
Arrowroot Family Office
California
$3.48M +$3.54M +153,675 New
PWA
223
Providence Wealth Advisors
Illinois
$3.37M -$129K -5,610 -4%
RDWM
224
Red Door Wealth Management
Tennessee
$3.37M -$1.39M -60,273 -29%
PMFA
225
Plante Moran Financial Advisors
Michigan
$3.36M -$15.3K -663 -0.4%