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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
226
HB Wealth Management
Georgia
$3.44M +$108K +4,299 +3%
MA
227
Mutual Advisors
Nebraska
$3.39M -$1.3M -51,834 -28%
SWM
228
Southern Wealth Management
Texas
$3.3M +$30.5K +1,215 +0.9%
KAS
229
Kestra Advisory Services
Texas
$3.29M +$226K +9,003 +7%
PWM
230
Perigon Wealth Management
California
$3.27M +$153K +6,096 +5%
MTIC
231
Missouri Trust & Investment Company
Missouri
$3.22M +$225K +8,985 +8%
CFA
232
Cahill Financial Advisors
Minnesota
$3.18M -$32.5K -1,296 -1%
EW
233
Element Wealth
Mississippi
$3.18M -$81K -3,231 -3%
CFO
234
Collective Family Office
Pennsylvania
$3.17M +$161K +6,429 +5%
SF
235
Safeguard Financial
Wisconsin
$3.1M +$3.07M +122,601 New
ACA
236
Atlas Capital Advisors
Wyoming
$3.09M -$51.7K -2,061 -2%
MG
237
Mather Group
Illinois
$3.08M +$14.7K +588 +0.5%
AWM
238
Apollon Wealth Management
South Carolina
$3.06M +$1.32M +52,734 +77%
AF
239
Allworth Financial
California
$3.05M +$608K +24,276 +25%
BA
240
Bristlecone Advisors
Washington
$3.03M -$75.6K -3,018 -2%
SAF
241
Smith Anglin Financial
Texas
$2.96M -$189K -7,548 -6%
PAG
242
Powers Advisory Group
Illinois
$2.96M +$267K +10,641 +10%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$2.96M +$296K +11,793 +11%
BBW
244
Blue Barn Wealth
Utah
$2.9M +$274K +10,938 +11%
RWA
245
River Wealth Advisors
Pennsylvania
$2.9M -$9.32K -372 -0.3%
FCC
246
Flower City Capital
New York
$2.9M -$302K -12,048 -10%
TWM
247
Tradition Wealth Management
Minnesota
$2.9M -$108K -4,317 -4%
SCM
248
Southport Capital Management
Tennessee
$2.89M -$2.19M -87,303 -43%
LF
249
LifeSteps Financial
California
$2.88M +$315K +12,573 +12%
SLT
250
St Louis Trust
Missouri
$2.86M +$498K +19,866 +21%