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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$1.17M +$1.08M +43,086 +1,332%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$232K +9,237 +25%
SFG
378
StrategIQ Financial Group
Indiana
$1.17M +$11.7K +465 +1%
AWE
379
Avidian Wealth Enterprises
Texas
$1.15M -$70.2K -2,799 -6%
IWMA
380
Ironwood Wealth Management (Arizona)
Arizona
$1.14M -$170K -6,789 -13%
BWM
381
Benchmark Wealth Management
Connecticut
$1.14M
Fidelity Investments
382
Fidelity Investments
Massachusetts
$1.14M +$109K +4,338 +11%
SCA
383
Snowden Capital Advisors
New York
$1.13M +$922K +36,786 +473%
AWS
384
Atria Wealth Solutions
New York
$1.12M +$1.11M +44,349 New
OIM
385
Orca Investment Management
Oregon
$1.09M +$21.9K +873 +2%
BRWA
386
B. Riley Wealth Advisors
Florida
$1.06M -$808K -32,232 -43%
PSF
387
Pacific Sun Financial
California
$1.05M +$112K +4,470 +12%
FAG
388
Fortitude Advisory Group
Washington
$1.03M +$24.6K +981 +2%
OFS
389
Oldfather Financial Services
Nebraska
$1.03M +$20.7K +825 +2%
AIM
390
Athena Investment Management
California
$1.01M +$999K +39,852 New
Lido Advisors
391
Lido Advisors
California
$1.01M -$39.4K -1,572 -4%
NGA
392
Naples Global Advisors
Florida
$1M +$21.1K +843 +2%
AFA
393
Arlington Financial Advisors
California
$985K +$70.1K +2,796 +8%
ACA
394
Aspire Capital Advisors
Washington
$985K +$977K +38,967 New
FT
395
Fiduciary Trust
Massachusetts
$981K -$146K -5,820 -13%
D
396
Diversified
Delaware
$981K +$972K +38,796 New
SIA
397
Sage Investment Advisers
New York
$980K +$116K +4,638 +14%
BCM
398
Boltwood Capital Management
California
$979K +$238K +9,483 +32%
MCM
399
Mitchell Capital Management
Kansas
$971K +$677 +27 +0.1%
Prudential Financial
400
Prudential Financial
New Jersey
$969K +$78.6K +3,135 +9%