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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$552K -$2.04K -108 -0.4%
PSF
352
Pacific Sun Financial
California
$534K +$64.6K +3,420 +14%
PIA
353
Pinion Investment Advisors
Kansas
$534K +$95.2K +5,040 +22%
CA
354
Clearstead Advisors
Ohio
$526K -$6.8K -360 -1%
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$524K -$13.6K -720 -3%
FAM
356
Foothills Asset Management
Arizona
$519K -$6.52K -345 -1%
PFS
357
Prospera Financial Services
Texas
$511K +$513K +27,132 New
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$510K +$238K +12,615 +87%
BAC
359
Boys Arnold & Co
North Carolina
$507K
FAIM
360
Financial Advocates Investment Management
Washington
$506K -$34.6K -1,830 -6%
WCM
361
Wealthcare Capital Management
Virginia
$505K +$173K +9,150 +52%
EWM
362
Empirical Wealth Management
Washington
$476K +$133K +7,038 +39%
Calamos Advisors
363
Calamos Advisors
Illinois
$472K -$20.6K -1,089 -4%
BCM
364
Boltwood Capital Management
California
$471K +$162K +8,550 +52%
AIM
365
Aspen Investment Management
Michigan
$469K -$10.2K -540 -2%
FRA
366
Front Row Advisors
California
$455K -$44.4K -2,352 -9%
APP
367
Avantax Planning Partners
Iowa
$453K
Renaissance Technologies
368
Renaissance Technologies
New York
$452K +$198K +10,500 +78%
BL
369
BCWM LLC
Kansas
$448K -$7.54K -399 -2%
BCM
370
Breiter Capital Management
Florida
$437K -$907 -48 -0.2%
CPIG
371
Chicago Partners Investment Group
Illinois
$437K +$38.4K +2,031 +10%
Bank of New York Mellon
372
Bank of New York Mellon
New York
$428K -$42.5K -2,250 -9%
CRWM
373
Castle Rock Wealth Management
California
$426K +$413K +21,837 New
PWM
374
Perigon Wealth Management
California
$422K +$57 +3 +0%
EWA
375
EP Wealth Advisors
California
$421K -$11K -582 -3%