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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Pinnacle Associates
New York
$680K +$240K +12,696 +54%
WP
327
WealthSource Partners
California
$677K -$1.21M -64,041 -64%
WIA
328
Wealthstreet Investment Advisors
Texas
$672K +$2.83K +150 +0.4%
PA
329
Parallel Advisors
California
$668K +$263K +13,911 +65%
CFGS
330
Concourse Financial Group Securities
Alabama
$667K +$41.8K +2,214 +7%
CGFA
331
Colton Groome Financial Advisors
North Carolina
$662K -$13.7K -726 -2%
IWM
332
IHT Wealth Management
Illinois
$656K +$183K +9,708 +39%
PGAM
333
Princeton Global Asset Management
New Jersey
$647K +$133K +7,062 +25%
FWM
334
Frontier Wealth Management
Missouri
$636K -$80.2K -4,245 -11%
SCM
335
SOL Capital Management
Maryland
$628K +$86.2K +4,560 +16%
SG
336
StoneX Group
New York
$622K +$11.8K +624 +2%
CAN
337
Cetera Advisor Networks
California
$617K -$9.46K -501 -2%
PAM
338
Pegasus Asset Management
New York
$613K +$43.1K +2,280 +8%
GAM
339
Garrison Asset Management
Arkansas
$608K +$13.1K +693 +2%
CWM
340
Cornerstone Wealth Management
Missouri
$604K +$32.3K +1,707 +6%
OWM
341
Opes Wealth Management
California
$603K -$95.2K -5,040 -14%
WPA
342
West Paces Advisors
Georgia
$594K +$567K +30,000 +2,000%
Brown Advisory
343
Brown Advisory
Maryland
$592K
CIR
344
Clear Investment Research
Georgia
$584K
CCM
345
Coldstream Capital Management
Washington
$583K -$78.7K -4,167 -12%
LNB
346
Ledyard National Bank
$579K -$34.6K -1,830 -6%
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$570K -$4.59K -243 -0.8%
CWM
348
Confluence Wealth Management
Oregon
$566K -$2.49K -132 -0.4%
MFG
349
MidWestOne Financial Group
Iowa
$560K
Lido Advisors
350
Lido Advisors
California
$558K -$8.79K -465 -2%