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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRA
201
Clear Rock Advisors
Texas
$4.44M +$4.02M +175,512 New
PWA
202
Peterson Wealth Advisors
Utah
$4.43M -$522K -22,764 -11%
LNC
203
Lincoln National Corp
Pennsylvania
$4.39M +$1.5M +65,589 +60%
ACA
204
Affinity Capital Advisors
California
$4.28M -$737K -32,172 -16%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$4.27M +$1.46M +63,534 +60%
TYCC
206
Texas Yale Capital Corp
Florida
$4.27M -$7.22K -315 -0.2%
JWS
207
Juncture Wealth Strategies
Arizona
$4.25M +$2.18M +94,944 +128%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M -$60.2K -2,628 -2%
WFAG
209
Wescott Financial Advisory Group
Pennsylvania
$4.18M -$64.2K -2,802 -2%
AWA
210
Acorn Wealth Advisors
Michigan
$4.15M -$420K -18,348 -10%
GG
211
Gleason Group
Kentucky
$4.12M +$294K +12,849 +9%
BBWP
212
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M -$16.4K -717 -0.4%
Stifel Financial
213
Stifel Financial
Missouri
$4.05M -$38.4K -1,677 -1%
MA
214
Mutual Advisors
Nebraska
$4.03M +$536K +23,415 +17%
MCM
215
Mengis Capital Management
Oregon
$3.99M +$49.9K +2,178 +1%
ACM
216
Arcataur Capital Management
Wisconsin
$3.88M -$13.1K -570 -0.4%
WMG
217
WESCAP Management Group
California
$3.87M -$55.3K -2,415 -2%
SF
218
Safeguard Financial
Wisconsin
$3.81M -$16.6K -723 -0.5%
EFG
219
Everhart Financial Group
Ohio
$3.79M -$125K -5,472 -4%
CWA
220
Carolina Wealth Advisors
South Carolina
$3.76M -$45.4K -1,983 -1%
SCM
221
Steele Capital Management
Iowa
$3.75M +$3.42M +149,229 New
ISWM
222
Independent Solutions Wealth Management
New York
$3.74M +$69.9K +3,051 +2%
AOWM
223
Alpha Omega Wealth Management
Virginia
$3.7M -$68.5K -2,988 -2%
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$3.7M +$3.41M +148,908 New
KAS
225
Kestra Advisory Services
Texas
$3.66M +$83K +3,621 +3%