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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$1.14M +$13.7K +522 +1%
CB
402
Commerce Bank
Missouri
$1.13M +$1.14M +43,614 New
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$1.12M -$52.9K -2,022 -4%
SWP
404
SIMA Wealth Partners
Virginia
$1.12M +$1.13M +43,104 New
LTL
405
Lowery Thomas LLC
California
$1.11M -$15.1K -576 -1%
LJAC
406
L.J. Altfest & Co
New York
$1.1M +$6.44K +246 +0.6%
KWA
407
Kingswood Wealth Advisors
California
$1.1M +$1.11M +42,456 New
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
$1.09M -$3.22K -123 -0.3%
BRWA
409
B. Riley Wealth Advisors
Florida
$1.07M -$171K -6,546 -14%
KLI
410
Kelman-Lazarov Inc
Tennessee
$1.07M -$11K -420 -1%
SIC
411
Sigma Investment Counselors
Michigan
$1.07M -$2.83K -108 -0.3%
FC
412
Forte Capital
New York
$1.06M -$441K -16,851 -29%
WOSD
413
WFA of San Diego
California
$1.06M +$1.07M +40,962 New
QCG
414
Quadrant Capital Group
Ohio
$1.06M -$28.3K -1,083 -3%
CIR
415
Clear Investment Research
Georgia
$1.05M +$157 +6 +0%
HI
416
Harbour Investments
Wisconsin
$1.04M -$49.8K -1,905 -5%
GWWM
417
Great Waters Wealth Management
Minnesota
$1.03M -$30.7K -1,173 -3%
HIC
418
Holderness Investments Company
North Carolina
$1.03M +$30.5K +1,167 +3%
OIM
419
Orca Investment Management
Oregon
$1.01M +$2.98K +114 +0.3%
PCMC
420
Private Capital Management (Colorado)
Colorado
$1M
Northern Trust
421
Northern Trust
Illinois
$1M -$172K -6,591 -15%
GIA
422
GHP Investment Advisors
Colorado
$1M +$19.9K +762 +2%
BFG
423
Bouchey Financial Group
New York
$1M
SAM
424
Sawgrass Asset Management
Florida
$988K
TFS
425
Thoroughbred Financial Services
Tennessee
$974K +$29.9K +1,143 +3%