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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
251
Financial Advisory Group
Texas
$555K +$85.5K +4,725 +18%
BRWA
252
B. Riley Wealth Advisors
Florida
$541K +$155K +8,544 +41%
HGWM
253
Harvest Group Wealth Management
Massachusetts
$539K – – –
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$533K – – –
CA
255
Calton & Associates
Florida
$530K -$271 -15 -0.1%
BAC
256
Boys Arnold & Co
North Carolina
$528K +$12.2K +675 +2%
MMHP
257
Murphy Middleton Hinkle & Parker
Georgia
$500K +$10.1K +558 +2%
FNBT
258
FineMark National Bank & Trust
Florida
$489K -$13K -720 -3%
PAM
259
Pegasus Asset Management
New York
$483K +$9.49K +525 +2%
VA
260
Valmark Advisers
Ohio
$467K +$121K +6,714 +36%
AG
261
Appleton Group
Wisconsin
$463K +$1.95K +108 +0.4%
BL
262
BCWM LLC
Kansas
$446K +$441K +24,396 New
SG
263
Somerset Group
Minnesota
$445K +$26.3K +1,455 +6%
FRA
264
Front Row Advisors
California
$437K +$814 +45 +0.2%
Calamos Advisors
265
Calamos Advisors
Illinois
$437K +$14.4K +795 +3%
AIM
266
Aspen Investment Management
Michigan
$437K +$37.7K +2,085 +10%
FA
267
FDx Advisors
Illinois
$420K -$629K -34,755 -60%
MCWS
268
McKinley Carter Wealth Services
West Virginia
$411K +$5.43K +300 +1%
CIR
269
Clear Investment Research
Georgia
$410K – – –
PFC
270
Phocas Financial Corp
California
$403K – – –
AIM
271
Avity Investment Management
Connecticut
$394K – – –
SG
272
StoneX Group
New York
$389K +$32.4K +1,791 +9%
CRC
273
Curi RMB Capital
Illinois
$385K +$28.2K +1,560 +8%
VDFA
274
Vickerman & Driscoll Financial Advisors
Washington
$379K -$586K -32,406 -61%
SMC
275
Smith, Moore & Co
Missouri
$377K +$373K +20,616 New