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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
376
FIDELIS iM
Oregon
$1.1M
Janney Montgomery Scott
377
Janney Montgomery Scott
Pennsylvania
$1.09M +$17.8K +771 +2%
PFM
378
Phillips Financial Management
Indiana
$1.09M +$50.4K +2,190 +5%
CCM
379
Condor Capital Management
New Jersey
$1.09M -$101K -4,401 -8%
MWA
380
Motive Wealth Advisors
Michigan
$1.08M
WOSD
381
WFA of San Diego
California
$1.08M -$240K -10,440 -18%
AFA
382
Arlington Financial Advisors
California
$1.08M +$93.2K +4,047 +9%
PCM
383
Pennsylvania Capital Management
Pennsylvania
$1.07M +$31.2K +1,353 +3%
PCMC
384
Private Capital Management (Colorado)
Colorado
$1.07M -$66.9K -2,904 -6%
BRWA
385
B. Riley Wealth Advisors
Florida
$1.07M -$461K -20,037 -30%
WF
386
Warner Financial
Maryland
$1.07M -$5.67K -246 -0.5%
TFS
387
Thoroughbred Financial Services
Tennessee
$1.06M +$79.4K +3,447 +8%
KLI
388
Kelman-Lazarov Inc
Tennessee
$1.06M +$506K +21,978 +89%
AG
389
Appleton Group
Wisconsin
$1.05M -$80.1K -3,477 -7%
SW
390
SVB Wealth
Massachusetts
$1.04M -$535K -23,244 -33%
EL
391
EWA LLC
Pennsylvania
$1.03M +$1.07M +46,257 New
SFG
392
StrategIQ Financial Group
Indiana
$1.03M -$6.84K -297 -0.7%
LB
393
Legacy Bridge
Iowa
$1.02M -$34.5K -1,500 -3%
MCM
394
Mitchell Capital Management
Kansas
$1.02M +$128K +5,568 +14%
HI
395
Harbour Investments
Wisconsin
$1.02M -$54.6K -2,370 -5%
WCM
396
Wisconsin Capital Management
Wisconsin
$1.02M -$69.1K -3,000 -6%
SPC
397
Sigma Planning Corp
Michigan
$1.02M -$1.04K -45 -0.1%
NWMG
398
National Wealth Management Group
Ohio
$1.01M -$74.4K -3,231 -7%
LJAC
399
L.J. Altfest & Co
New York
$1.01M +$3.18K +138 +0.3%
GB
400
Goepper Burkhardt
South Carolina
$1M +$63.9K +2,775 +7%