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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$364K +$132K +7,662 +60%
FAG
252
Financial Advisory Group
Texas
$359K +$31K +1,794 +10%
DWM
253
Destination Wealth Management
California
$346K -$414 -24 -0.1%
CRC
254
Curi RMB Capital
Illinois
$346K +$336K +19,479 New
SG
255
StoneX Group
New York
$341K +$332K +19,221 New
AFA
256
Arlington Financial Advisors
California
$338K +$313K +18,129 New
VC
257
Vicus Capital
Pennsylvania
$337K -$31.2K -1,806 -9%
PWM
258
Perigon Wealth Management
California
$323K -$355K -20,580 -53%
FAIM
259
Financial Advocates Investment Management
Washington
$321K +$311K +18,042 New
EK
260
Evensky & Katz
Florida
$314K +$1.4K +81 +0.5%
ACM
261
AlphaStar Capital Management
North Carolina
$305K +$31.9K +1,851 New
ZIM
262
Zacks Investment Management
Illinois
$304K -$18.3K -1,059 -6%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$280K +$273K +15,810 New
HIM
264
Harbour Investment Management
Washington
$279K +$5.7K +330 +2%
CIA
265
Capital Investment Advisors
Georgia
$278K +$270K +15,636 New
RBCM
266
Raub Brock Capital Management
California
$276K +$268K +15,546 New
CA
267
Cetera Advisors
Colorado
$272K -$29.9K -1,731 -10%
CA
268
Continuum Advisory
Idaho
$270K -$21.1K -1,224 -7%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$265K -$48.6K -2,814 -16%
PIM
270
Penobscot Investment Management
Massachusetts
$262K -$24.3K -1,410 -9%
GG
271
Greenwood Gearhart
Arkansas
$262K +$254K +14,742 New
S
272
SignatureFD
Georgia
$261K -$206K -11,940 -45%
GAM
273
Garrison Asset Management
Arkansas
$261K +$6K +348 +2%
BFPW
274
BOK Financial Private Wealth
Colorado
$260K
RFA
275
Reilly Financial Advisors
California
$257K -$453K -26,238 -64%