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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Harbour Investments
Wisconsin
$1M
KWM
352
Kingsview Wealth Management
Oregon
$995K -$18.8K -843 -2%
BWM
353
Benchmark Wealth Management
Connecticut
$995K +$92K +4,122 +9%
Renaissance Technologies
354
Renaissance Technologies
New York
$993K -$348K -15,600 -24%
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$986K -$167K -7,485 -13%
BIA
356
Bigelow Investment Advisors
Maine
$984K -$30.1K -1,350 -3%
DW
357
Domani Wealth
Pennsylvania
$984K +$67 +3 +0%
FLPIM
358
F.L. Putnam Investment Management
Massachusetts
$983K -$8.7K -390 -0.8%
Bank of New York Mellon
359
Bank of New York Mellon
New York
$982K -$150K -6,735 -12%
FI
360
FIDELIS iM
Oregon
$981K
SFG
361
Sunburst Financial Group
Alabama
$975K +$37K +1,659 +4%
IFS
362
Ifrah Financial Services
Arkansas
$973K +$10.1K +453 +0.9%
OFS
363
Oldfather Financial Services
Nebraska
$972K +$43.5K +1,950 +4%
WCM
364
Wisconsin Capital Management
Wisconsin
$968K
AWS
365
Atria Wealth Solutions
New York
$968K +$34.5K +1,545 +3%
MWA
366
Motive Wealth Advisors
Michigan
$967K -$2.14K -96 -0.2%
PA
367
Planning Alternatives
Michigan
$964K -$2.34K -105 -0.2%
SQA
368
Simon Quick Advisors
New Jersey
$955K +$531K +23,784 +101%
IWMA
369
Ironwood Wealth Management (Arizona)
Arizona
$953K
CBFP
370
Cedar Brook Financial Partners
Ohio
$950K +$268 +12 +0%
LB
371
Legacy Bridge
Iowa
$944K
CAG
372
Csenge Advisory Group
Florida
$933K +$163K +7,302 +19%
SFG
373
StrategIQ Financial Group
Indiana
$922K -$8.77K -393 -0.9%
AA
374
Alesco Advisors
New York
$921K -$158K -7,068 -13%
ACA
375
Aspire Capital Advisors
Washington
$921K -$48.3K -2,163 -5%