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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
276
Gladstone Institutional Advisory
Florida
$1.48M +$63.8K +3,294 +5%
PFA
277
Pinnacle Family Advisors
Missouri
$1.47M -$41.1K -2,124 -3%
GHA
278
GW Henssler & Associates
Georgia
$1.46M -$8.95K -462 -0.6%
CAG
279
Curtis Advisory Group
California
$1.46M +$1.41M +72,588 New
FAG
280
Financial Advisory Group
Texas
$1.45M -$186K -9,603 -12%
MA
281
MUFG Americas
New York
$1.44M -$105K -5,406 -7%
MWM
282
Meridian Wealth Management
Kentucky
$1.42M +$5.98K +309 +0.4%
GVAG
283
Great Valley Advisor Group
Delaware
$1.41M -$8.31K -429 -0.6%
HA
284
Harborview Advisors
Maine
$1.38M -$41.4K -2,136 -3%
OCPWS
285
One Charles Private Wealth Services
Massachusetts
$1.38M +$1.33M +68,598 New
OCM
286
One Capital Management
California
$1.35M -$2.7M -139,512 -67%
AIA
287
Armor Investment Advisors
North Carolina
$1.33M +$115K +5,961 +10%
PWMG
288
Prestige Wealth Management Group
New Jersey
$1.31M -$5.46K -282 -0.4%
PCM
289
Pennsylvania Capital Management
Pennsylvania
$1.31M +$1.26M +65,262 New
SAM
290
S.A. Mason
Michigan
$1.31M +$1.26M +65,139 New
PAM
291
Peak Asset Management
Colorado
$1.3M -$12.1K -627 -1%
FCM
292
Fortis Capital Management
Washington
$1.3M +$1.25M +64,614 New
AF
293
Advisornet Financial
Minnesota
$1.27M -$37.9K -1,959 -3%
BIA
294
Barry Investment Advisors
Massachusetts
$1.27M +$1.98K +102 +0.2%
ECG
295
Edge Capital Group
Georgia
$1.25M +$871 +45 +0.1%
Truist Financial
296
Truist Financial
North Carolina
$1.24M +$1.2M +62,043 New
ACA
297
Atlas Capital Advisors
Wyoming
$1.24M -$17.2K -888 -1%
JHCP
298
Jackson Hole Capital Partners
Oklahoma
$1.23M
CWS
299
Cypress Wealth Services
California
$1.22M -$264K -13,620 -18%
G
300
Gainplan
Michigan
$1.18M -$505K -26,073 -31%