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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
$541K +$155K +8,544 +41%
HGWM
252
Harvest Group Wealth Management
Massachusetts
$539K
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$533K
CA
254
Calton & Associates
Florida
$530K -$271 -15 -0.1%
BAC
255
Boys Arnold & Co
North Carolina
$528K +$12.2K +675 +2%
MMHP
256
Murphy Middleton Hinkle & Parker
Georgia
$500K +$10.1K +558 +2%
FNBT
257
FineMark National Bank & Trust
Florida
$489K -$13K -720 -3%
PAM
258
Pegasus Asset Management
New York
$483K +$9.49K +525 +2%
VA
259
Valmark Advisers
Ohio
$467K +$121K +6,714 +36%
AG
260
Appleton Group
Wisconsin
$463K +$1.95K +108 +0.4%
BL
261
BCWM LLC
Kansas
$446K +$441K +24,396 New
SG
262
Somerset Group
Minnesota
$445K +$26.3K +1,455 +6%
Calamos Advisors
263
Calamos Advisors
Illinois
$437K +$14.4K +795 +3%
AIM
264
Aspen Investment Management
Michigan
$437K +$37.7K +2,085 +10%
FA
265
FDx Advisors
Illinois
$420K -$629K -34,755 -60%
MCWS
266
McKinley Carter Wealth Services
West Virginia
$411K +$5.43K +300 +1%
CIR
267
Clear Investment Research
Georgia
$410K
PFC
268
Phocas Financial Corp
California
$403K
AIM
269
Avity Investment Management
Connecticut
$394K
SG
270
StoneX Group
New York
$389K +$32.4K +1,791 +9%
CRC
271
Curi RMB Capital
Illinois
$385K +$28.2K +1,560 +8%
VDFA
272
Vickerman & Driscoll Financial Advisors
Washington
$379K -$586K -32,406 -61%
SMC
273
Smith, Moore & Co
Missouri
$377K +$373K +20,616 New
LWAC
274
Laurel Wealth Advisors (California)
California
$376K -$37.4K -2,067 -9%
RPA
275
Rock Point Advisors
Vermont
$373K -$1.36K -75 -0.4%