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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$422K +$14.2K +792 +4%
EWA
352
EP Wealth Advisors
California
$417K -$260K -14,535 -39%
US Bancorp
353
US Bancorp
Minnesota
$416K -$420K -23,490 -51%
CAN
354
Cetera Advisor Networks
California
$411K +$398K +22,278 New
CG
355
Colony Group
Massachusetts
$406K +$393K +22,008 New
MMHP
356
Murphy Middleton Hinkle & Parker
Georgia
$404K +$2.09K +117 +0.5%
MOS
357
MGO One Seven
Ohio
$403K
AFA
358
Arlington Financial Advisors
California
$400K +$21.9K +1,227 +6%
AIM
359
Avity Investment Management
Connecticut
$398K
SG
360
Somerset Group
Minnesota
$388K +$1.29K +72 +0.3%
CPIG
361
Chicago Partners Investment Group
Illinois
$374K +$9.54K +534 +3%
HIC
362
Holderness Investments Company
North Carolina
$374K +$30.4K +1,701 +9%
PA
363
Pinnacle Associates
New York
$373K +$113K +6,315 +45%
RWM
364
Reston Wealth Management
Virginia
$358K -$102K -5,715 -23%
CIM
365
Contravisory Investment Management
Massachusetts
$357K +$345K +19,329 New
BWP
366
BSW Wealth Partners
Colorado
$356K -$80.3K -4,491 -19%
G
367
Gainplan
Michigan
$355K +$344K +19,230 New
MWM
368
Marietta Wealth Management
Georgia
$353K -$380K -21,249 -53%
S
369
SignatureFD
Georgia
$350K
DWM
370
Destination Wealth Management
California
$348K +$9.65K +540 +3%
VBFP
371
Valtinson Bruner Financial Planning
Minnesota
$347K
SC
372
Slow Capital
California
$343K -$65.7K -3,675 -17%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$342K +$3.27K +183 +1%
KTC
374
Kistler-Tiffany Companies
Pennsylvania
$342K +$60.1K +3,363 +22%
BL
375
BFSG LLC
California
$340K -$33.3K -1,863 -9%