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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Reston Wealth Management
Virginia
$360K – – –
HWA
377
Heritage Way Advisors
Illinois
$357K +$20.2K +1,080 +6%
BWP
378
BSW Wealth Partners
Colorado
$356K -$9.93K -531 -3%
VBFP
379
Valtinson Bruner Financial Planning
Minnesota
$352K -$5.61K -300 -2%
BCA
380
Bay Colony Advisors
Massachusetts
$347K +$89.7K +4,794 +36%
EWM
381
Empirical Wealth Management
Washington
$347K +$341K +18,207 New
DWM
382
Destination Wealth Management
California
$345K -$13.7K -732 -4%
CIA
383
Capital Investment Advisors
Georgia
$345K -$112 -6 -0%
AWM
384
AE Wealth Management
Kansas
$344K -$457K -24,423 -58%
CA
385
Continuum Advisory
Idaho
$344K +$69.8K +3,732 +26%
BFG
386
Bouchey Financial Group
New York
$343K – – –
BL
387
BFSG LLC
California
$341K -$9.09K -486 -3%
TCM
388
Twele Capital Management
Minnesota
$341K +$14.4K +768 +4%
WCM
389
Wealthcare Capital Management
Virginia
$336K +$1.63K +87 +0.5%
US Bancorp
390
US Bancorp
Minnesota
$327K -$99.6K -5,325 -24%
SC
391
Slow Capital
California
$327K -$26.2K -1,401 -8%
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$327K -$12.2K -651 -4%
EK
393
Evensky & Katz
Florida
$326K – – –
NCM
394
Novare Capital Management
North Carolina
$321K +$34.6K +1,851 +12%
NGA
395
Naples Global Advisors
Florida
$321K +$54.7K +2,925 +21%
CAM
396
Cresset Asset Management
Illinois
$315K +$37.2K +1,986 +14%
BCM
397
Boltwood Capital Management
California
$313K +$57.5K +3,075 +23%
BRWA
398
B. Riley Wealth Advisors
Florida
$301K -$246K -13,176 -45%
CRC
399
Curi RMB Capital
Illinois
$301K – – –
RPA
400
Rock Point Advisors
Vermont
$301K +$11.6K +621 +4%