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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$770K -$433K -23,655 -30%
SWM
302
Southern Wealth Management
Texas
$770K +$187K +10,191 +23%
Royal Bank of Canada
303
Royal Bank of Canada
Ontario, Canada
$768K -$12.3M -674,412 -93%
TAM
304
Townsend Asset Management
North Carolina
$764K -$4.83K -264 -0.5%
CS
305
Comerica Securities
Michigan
$757K +$157K +8,550 +19%
PAM
306
Peak Asset Management
Colorado
$750K -$206K -11,265 -17%
BW
307
Bison Wealth
Georgia
$741K -$1.19M -65,124 -55%
SWA
308
Stratos Wealth Advisors
Ohio
$735K -$49.5K -2,703 -5%
ACP
309
Arcus Capital Partners
Georgia
$733K -$48.3K -2,640 -5%
CG
310
Colony Group
Massachusetts
$728K -$99.9K -5,457 -10%
CA
311
Cambridge Advisors
Nebraska
$725K +$27.5K +1,503 +3%
SFG
312
StrategIQ Financial Group
Indiana
$720K -$4.12K -225 -0.4%
SMC
313
Smith, Moore & Co
Missouri
$712K -$30.5K -1,665 -3%
MCM
314
Mitchell Capital Management
Kansas
$701K -$87.7K -4,788 -9%
TI
315
Trexquant Investment
Connecticut
$699K +$911K +49,728 New
SAM
316
S.A. Mason
Michigan
$696K -$285K -15,591 -24%
FAAS
317
First Allied Advisory Services
California
$696K -$58K -3,165 -6%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$691K +$116K +6,330 +15%
VWA
319
Visionary Wealth Advisors
Illinois
$682K +$437K +23,847 +96%
FFBTD
320
First Financial Bank - Trust Division
Ohio
$678K
MF
321
Manchester Financial
California
$673K -$25.8M -1,408,005 -97%
PA
322
Pinnacle Associates
New York
$664K +$35.2K +1,920 +4%
LB
323
Legacy Bridge
Iowa
$663K -$58K -3,168 -6%
AG
324
Appleton Group
Wisconsin
$662K +$61.7K +3,369 +8%
PLFAM
325
Pineno Levin & Ford Asset Management
Virginia
$639K -$9.61K -525 -1%