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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
401
Evensky & Katz
Florida
$325K +$2.38K +126 +0.7%
SC
402
Slow Capital
California
$324K +$113 +6 +0%
SAM
403
SignalPoint Asset Management
Missouri
$320K +$320K +16,959 New
MCWS
404
McKinley Carter Wealth Services
West Virginia
$315K -$53.8K -2,850 -15%
SFG
405
SevenBridge Financial Group
Pennsylvania
$312K +$66.6K +3,525 +27%
CAM
406
Cresset Asset Management
Illinois
$311K
SWM
407
Segment Wealth Management
Texas
$306K +$32.6K +1,725 +12%
PFA
408
Pathway Financial Advisors
Vermont
$301K
CRC
409
Curi RMB Capital
Illinois
$298K +$113 +6 +0%
HCIA
410
Hochman Cole Investment Advisors
Illinois
$297K +$29.9K +1,584 +11%
BFPW
411
BOK Financial Private Wealth
Colorado
$297K +$298K +15,768 New
RPA
412
Rock Point Advisors
Vermont
$295K -$3.06K -162 -1%
PI
413
Pachira Investments
California
$294K +$20K +1,059 +7%
WDL
414
Well Done LLC
Michigan
$293K +$294K +15,570 New
COI
415
Capital One Investing
Virginia
$279K -$135K -7,149 -33%
FT
416
Fiduciary Trust
Massachusetts
$269K +$269K +14,250 New
BRWA
417
B. Riley Wealth Advisors
Florida
$268K -$30.2K -1,599 -10%
NF
418
Nikulski Financial
Iowa
$262K
SPC
419
Sigma Planning Corp
Michigan
$262K +$47K +2,490 +22%
PA
420
Paracle Advisors
Washington
$261K -$13.5K -714 -5%
Northern Trust
421
Northern Trust
Illinois
$261K -$1.08K -57 -0.4%
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$261K +$12.2K +645 +5%
DAS
423
Dynamic Advisor Solutions
Arizona
$256K -$2.83K -150 -1%
MG
424
Mather Group
Illinois
$256K +$257K +13,608 New
SFG
425
SNS Financial Group
Minnesota
$255K -$1.59K -84 -0.6%