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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
201
Peterson Wealth Advisors
Utah
$4.78M -$17.4K -681 -0.4%
MAM
202
McCarthy Asset Management
California
$4.73M -$84.1K -3,297 -2%
TYCC
203
Texas Yale Capital Corp
Florida
$4.62M +$8.72K +342 +0.2%
CCWA
204
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.56M -$7.96K -312 -0.2%
GG
205
Gleason Group
Kentucky
$4.55M +$95.3K +3,738 +2%
Stifel Financial
206
Stifel Financial
Missouri
$4.45M +$63.4K +2,484 +2%
MTIC
207
Missouri Trust & Investment Company
Missouri
$4.43M -$770K -30,195 -16%
B
208
Bensler
Washington
$4.39M -$922K -36,144 -18%
AWA
209
Acorn Wealth Advisors
Michigan
$4.38M -$96K -3,765 -2%
MCM
210
Mengis Capital Management
Oregon
$4.28M -$29.2K -1,146 -0.7%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$4.26M -$1.31M -51,381 -25%
ISWM
212
Independent Solutions Wealth Management
New York
$4.23M +$177K +6,933 +5%
CRA
213
Clear Rock Advisors
Texas
$4.22M -$510K -20,010 -11%
AAS
214
Ameritas Advisory Services
Nebraska
$4.18M +$2.91M +114,123 +249%
ACM
215
Arcataur Capital Management
Wisconsin
$4.15M -$42.6K -1,671 -1%
AQR Capital Management
216
AQR Capital Management
Connecticut
$4.15M +$3.9M +153,033 New
CWA
217
Carolina Wealth Advisors
South Carolina
$4.13M +$66.3K +2,598 +2%
CA
218
Cetera Advisors
Colorado
$4.12M +$1.6M +62,922 +71%
WMG
219
WESCAP Management Group
California
$4.11M -$71.3K -2,796 -2%
JWS
220
Juncture Wealth Strategies
Arizona
$4.08M -$481K -18,873 -11%
SCM
221
Steele Capital Management
Iowa
$4.05M
EFG
222
Everhart Financial Group
Ohio
$4.05M -$42.2K -1,653 -1%
AOWM
223
Alpha Omega Wealth Management
Virginia
$4.03M +$23K +900 +0.6%
KAS
224
Kestra Advisory Services
Texas
$4.03M +$67.9K +2,661 +2%
SFMG
225
Sage Financial Management Group
Virginia
$4M +$191K +7,476 +5%