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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
201
YHB Investment Advisors
Connecticut
$3.81M -$12.4K -522 -0.3%
Stifel Financial
202
Stifel Financial
Missouri
$3.68M -$13.6K -576 -0.4%
BBWP
203
Beacon Bridge Wealth Partners
Pennsylvania
$3.67M +$421K +17,754 +12%
CCM
204
Coldstream Capital Management
Washington
$3.64M -$330K -13,935 -8%
SOS
205
Silver Oak Securities
Tennessee
$3.62M +$28.1K +1,185 +0.7%
PA
206
Pinnacle Associates
New York
$3.6M +$449K +18,957 +13%
MCM
207
Mengis Capital Management
Oregon
$3.53M +$12.4K +525 +0.3%
WMG
208
WESCAP Management Group
California
$3.53M -$61.9K -2,613 -2%
EFG
209
Everhart Financial Group
Ohio
$3.52M -$194K -8,175 -5%
AFO
210
Arrowroot Family Office
California
$3.5M -$15.2K -642 -0.4%
ACM
211
Arcataur Capital Management
Wisconsin
$3.5M -$9.17K -387 -0.2%
Royal Bank of Canada
212
Royal Bank of Canada
Ontario, Canada
$3.47M +$22.2K +936 +0.6%
SF
213
Safeguard Financial
Wisconsin
$3.44M +$90.2K +3,807 +3%
CWA
214
Carolina Wealth Advisors
South Carolina
$3.42M -$250K -10,533 -6%
GG
215
Gleason Group
Kentucky
$3.41M +$391K +16,497 +12%
AOWM
216
Alpha Omega Wealth Management
Virginia
$3.4M +$70.3K +2,967 +2%
ISWM
217
Independent Solutions Wealth Management
New York
$3.29M +$411K +17,364 +14%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$3.26M -$13.5K -570 -0.4%
PMFA
219
Plante Moran Financial Advisors
Michigan
$3.25M -$71 -3 -0%
PSIWM
220
Paradigm Strategies in Wealth Management
Minnesota
$3.22M -$119K -5,013 -3%
KAS
221
Kestra Advisory Services
Texas
$3.21M +$45.6K +1,926 +1%
SFMG
222
Sage Financial Management Group
Virginia
$3.2M +$3.36M +141,858 New
UCFA
223
United Capital Financial Advisors
Texas
$3.19M -$86K -3,630 -3%
MAS
224
Madden Advisory Services
Florida
$3.16M -$5.26K -222 -0.2%
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$3.15M +$276K +11,661 +9%