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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
276
Krilogy Financial
Missouri
$2.53M -$281K -12,282 -11%
HF
277
Halpern Financial
Virginia
$2.52M +$1.48M +64,680 +168%
RWA
278
River Wealth Advisors
Pennsylvania
$2.52M -$86.2K -3,762 -4%
WP
279
WealthShield Partners
North Carolina
$2.47M +$2.06K +90 +0.1%
BSHC
280
Breed's Hill Capital
Massachusetts
$2.44M +$2.23M +97,350 New
PA
281
Procyon Advisors
Connecticut
$2.44M +$59.9K +2,613 +3%
TWM
282
Tradition Wealth Management
Minnesota
$2.44M -$129K -5,610 -5%
JCIA
283
Jackson Creek Investment Advisors
Colorado
$2.43M +$14.8K +645 +0.7%
BFS
284
Burkett Financial Services
South Carolina
$2.4M +$2.19M +95,487 New
VCM
285
Vivaldi Capital Management
Illinois
$2.39M +$327K +14,259 +17%
BWM
286
BCS Wealth Management
Tennessee
$2.35M -$97.9K -4,272 -4%
RDWM
287
Red Door Wealth Management
Tennessee
$2.32M -$322K -14,049 -13%
PFT
288
Providence First Trust
Arizona
$2.32M
IWM
289
IHT Wealth Management
Illinois
$2.3M +$1.03K +45 +0%
CFO
290
Collective Family Office
Pennsylvania
$2.29M -$534K -23,292 -20%
KWA
291
Kingswood Wealth Advisors
California
$2.28M +$1.89M +82,566 New
TW
292
Transform Wealth
Colorado
$2.26M -$23.9K -1,041 -1%
LCM
293
Leisure Capital Management
California
$2.24M -$92K -4,017 -4%
AC
294
Abbrea Capital
California
$2.23M +$70.8K +3,090 +4%
CA
295
Cetera Advisors
Colorado
$2.23M +$236K +10,317 +13%
CAG
296
Compass Advisory Group
New York
$2.22M -$242K -10,557 -11%
Jane Street
297
Jane Street
New York
$2.22M +$399K +17,397 +25%
GRP
298
Global Retirement Partners
California
$2.2M +$557K +24,303 +37%
SFA
299
Sequoia Financial Advisors
Ohio
$2.17M -$962 -42 -0%
JPLA
300
Joseph P. Lucia & Associates
New York
$2.16M +$137 +6 +0%