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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Hilltop Wealth Advisors
North Carolina
$4.58M -$201K -7,065 -4%
LBC
202
Lowe Brockenbrough & Co
Virginia
$4.55M -$181K -6,339 -4%
OFS
203
OneAscent Financial Services
Alabama
$4.54M +$4.66M +163,711 New
MAM
204
McCarthy Asset Management
California
$4.49M -$206K -7,239 -4%
PAG
205
Powers Advisory Group
Illinois
$4.42M +$63.3K +2,220 +1%
RWM
206
Reston Wealth Management
Virginia
$4.35M +$445K +15,604 +11%
BBW
207
Blue Barn Wealth
Utah
$4.33M +$171K +6,017 +4%
CFIA
208
Cantor Fitzgerald Investment Advisors
New York
$4.25M -$106K -3,733 -2%
DWM
209
Diversify Wealth Management
Utah
$4.23M -$8.8M -308,726 -67%
MAS
210
Madden Advisory Services
Florida
$4.21M +$97.3K +3,415 +2%
SCM
211
Steele Capital Management
Iowa
$4.1M
CWA
212
Carolina Wealth Advisors
South Carolina
$4.08M -$410K -14,402 -9%
Royal Bank of Canada
213
Royal Bank of Canada
Ontario, Canada
$4.07M +$380K +13,339 +10%
SFMG
214
Sage Financial Management Group
Virginia
$4.06M -$21.4K -750 -0.5%
ACM
215
Arcataur Capital Management
Wisconsin
$4.05M -$56.1K -1,969 -1%
CW
216
Code Waechter
Florida
$4M +$5.58K +196 +0.1%
JWS
217
Juncture Wealth Strategies
Arizona
$3.99M -$4.45K -156 -0.1%
EF
218
Envision Financial
Wisconsin
$3.97M +$4.08M +143,198 New
AWA
219
Acorn Wealth Advisors
Michigan
$3.93M -$252K -8,836 -6%
IWM
220
IHT Wealth Management
Illinois
$3.92M -$2.45M -85,840 -38%
AOWM
221
Alpha Omega Wealth Management
Virginia
$3.87M -$17.5K -614 -0.4%
VAMG
222
Voisard Asset Management Group
Michigan
$3.84M -$3.56M -124,834 -47%
BWG
223
Balanced Wealth Group
Ohio
$3.84M -$18.9K -665 -0.5%
BBPWM
224
Blue Bell Private Wealth Management
Pennsylvania
$3.83M -$44.5K -1,563 -1%
CM
225
Columbus Macro
Pennsylvania
$3.81M +$3.27M +114,628 +498%