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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Confluence Wealth Management
Oregon
$508K +$23.8K +1,362 +4%
AIM
302
Aspen Investment Management
Michigan
$506K +$87.4K +5,004 +19%
GAM
303
Garrison Asset Management
Arkansas
$503K +$262K +15,021 +91%
GA
304
Gateway Advisory
New Jersey
$496K -$1.73K -99 -0.3%
RPGK
305
Retirement Planning Group (Kansas)
Kansas
$494K +$540K +30,933 New
APP
306
Avantax Planning Partners
Iowa
$486K +$426K +24,408 +406%
Brown Advisory
307
Brown Advisory
Maryland
$480K -$80K -4,578 -13%
Renaissance Technologies
308
Renaissance Technologies
New York
$479K +$315K +18,000 +150%
BRWA
309
B. Riley Wealth Advisors
Florida
$477K -$30.7K -1,758 -6%
CIR
310
Clear Investment Research
Georgia
$476K +$12.2K +696 +2%
JFGIW
311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$469K +$265K +15,165 +107%
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$466K
CWM
313
Cornerstone Wealth Management
Missouri
$465K +$513K +29,364 New
FAM
314
Foothills Asset Management
Arizona
$451K -$38.9K -2,229 -7%
AI
315
Atria Investments
North Carolina
$444K -$189K -10,812 -28%
SCM
316
Stordahl Capital Management
Colorado
$444K +$485K +27,780 New
SG
317
StoneX Group
New York
$442K +$16K +915 +3%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$442K +$483K +27,654 New
Calamos Advisors
319
Calamos Advisors
Illinois
$441K +$24.4K +1,398 +5%
PFA
320
Pinnacle Family Advisors
Missouri
$435K -$367 -21 -0.1%
BAC
321
Boys Arnold & Co
North Carolina
$433K -$10.5K -600 -2%
B
322
Bailard
California
$431K
NSAM
323
North Star Asset Management
Wisconsin
$427K +$162K +9,267 +53%
PAM
324
Pegasus Asset Management
New York
$425K -$3.15K -180 -0.7%
ACM
325
AlphaStar Capital Management
North Carolina
$412K +$180K +10,314 +67%