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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
376
Ironwood Wealth Management (Arizona)
Arizona
$953K +$7.2K +312 +0.7%
PAMG
377
Patton Albertson Miller Group
Tennessee
$945K -$295K -12,783 -22%
BWM
378
Benchmark Wealth Management
Connecticut
$945K
PRS
379
Pinkerton Retirement Specialists
Idaho
$931K -$26.2M -1,136,343 -96%
SCA
380
Snowden Capital Advisors
New York
$931K
PFM
381
Phillips Financial Management
Indiana
$923K -$71.8K -3,111 -7%
OIM
382
Orca Investment Management
Oregon
$919K +$17.2K +744 +2%
PCM
383
Parsons Capital Management
Rhode Island
$896K +$194K +8,427 +24%
LWM
384
Laidlaw Wealth Management
New York
$880K -$130K -5,646 -12%
AFA
385
Arlington Financial Advisors
California
$879K +$71.2K +3,084 +8%
BCM
386
Boltwood Capital Management
California
$873K +$70.2K +3,042 +8%
TWP
387
Total Wealth Planning
Ohio
$861K -$411K -17,829 -30%
PSF
388
Pacific Sun Financial
California
$860K -$9K -390 -0.9%
NGA
389
Naples Global Advisors
Florida
$851K +$27.3K +1,182 +3%
SWIG
390
Strategic Wealth Investment Group
Kentucky
$848K +$936K +40,554 New
MCM
391
Mitchell Capital Management
Kansas
$846K +$47.3K +2,049 +5%
Fidelity Investments
392
Fidelity Investments
Massachusetts
$836K -$114K -4,944 -11%
FAG
393
Fortitude Advisory Group
Washington
$834K -$19.7K -852 -2%
Prudential Financial
394
Prudential Financial
New Jersey
$824K +$16.9K +732 +2%
Lido Advisors
395
Lido Advisors
California
$823K -$13.3K -576 -1%
ANTB
396
AMG National Trust Bank
Colorado
$817K -$1.45M -62,832 -64%
CAG
397
Csenge Advisory Group
Florida
$814K +$898K +38,919 New
FT
398
Fiduciary Trust
Massachusetts
$811K
CIR
399
Clear Investment Research
Georgia
$788K -$7.06K -306 -0.8%
EP
400
Eudaimonia Partners
Tennessee
$786K +$69 +3 +0%