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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.18M -$7.23K -321 -0.2%
GVAG
202
Great Valley Advisor Group
Delaware
$4.17M +$102K +4,536 +3%
CCM
203
Coldstream Capital Management
Washington
$4.15M -$358K -15,879 -8%
RWP
204
Revolve Wealth Partners
New Jersey
$4.11M -$4.17M -185,229 -52%
WFAG
205
Wescott Financial Advisory Group
Pennsylvania
$4.09M -$261K -11,589 -6%
TW
206
Transform Wealth
Colorado
$4.08M -$62.9K -2,790 -2%
YIA
207
YHB Investment Advisors
Connecticut
$4.01M +$42K +1,863 +1%
RWM
208
Reston Wealth Management
Virginia
$3.91M +$153K +6,789 +4%
EFG
209
Everhart Financial Group
Ohio
$3.89M -$206K -9,162 -5%
Stifel Financial
210
Stifel Financial
Missouri
$3.88M -$107K -4,740 -3%
CWA
211
Carolina Wealth Advisors
South Carolina
$3.84M +$43.4K +1,926 +1%
WMG
212
WESCAP Management Group
California
$3.77M -$181K -8,043 -5%
SOS
213
Silver Oak Securities
Tennessee
$3.77M +$715K +31,740 +25%
MCM
214
Mengis Capital Management
Oregon
$3.7M +$43.4K +1,926 +1%
FCAG
215
First Capital Advisors Group
New Jersey
$3.69M +$1.35M +60,108 +63%
SIA
216
SkyView Investment Advisors
New Jersey
$3.69M +$1.35M +60,108 +63%
AFO
217
Arrowroot Family Office
California
$3.69M +$51K +2,265 +1%
ACM
218
Arcataur Capital Management
Wisconsin
$3.69M +$3.51M +155,667 New
H
219
HoyleCohen
California
$3.63M +$583K +25,866 +20%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$3.62M -$307K -13,620 -8%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$3.55M +$1.81M +80,316 +115%
NRI
222
NFP Retirement Inc
California
$3.55M -$559K -24,822 -14%
SF
223
Safeguard Financial
Wisconsin
$3.52M +$169K +7,497 +5%
AAS
224
Ameritas Advisory Services
Nebraska
$3.51M -$4.06M -180,354 -55%
PSIWM
225
Paradigm Strategies in Wealth Management
Minnesota
$3.5M +$352K +15,612 +12%