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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
426
Oakwell Private Wealth Management
Texas
$711K
PFS
427
Prospera Financial Services
Texas
$698K +$51.6K +1,998 +8%
BW
428
Bison Wealth
Georgia
$687K -$235K -9,111 -26%
PA
429
Parallel Advisors
California
$673K +$11.6K +450 +2%
IFG
430
Independent Financial Group
California
$661K -$502K -19,452 -43%
VWA
431
Visionary Wealth Advisors
Illinois
$649K +$16.7K +648 +3%
EWA
432
EP Wealth Advisors
California
$647K +$5.42K +210 +0.9%
CGFA
433
Colton Groome Financial Advisors
North Carolina
$631K +$121K +4,692 +24%
TCM
434
Twele Capital Management
Minnesota
$629K -$12.9K -498 -2%
Brown Advisory
435
Brown Advisory
Maryland
$618K +$2.71K +105 +0.4%
Calamos Advisors
436
Calamos Advisors
Illinois
$611K +$18.4K +714 +3%
SBH
437
Segall Bryant & Hamill
Illinois
$599K +$7.75K +300 +1%
SPIA
438
Steward Partners Investment Advisory
New York
$598K -$84.5K -3,270 -12%
HTC
439
Haverford Trust Company
Pennsylvania
$595K -$13.7K -531 -2%
NS
440
Newman & Schimel
Illinois
$594K -$44.5K -1,722 -7%
BCA
441
Bay Colony Advisors
Massachusetts
$588K -$155 -6 -0%
NL
442
NWAM LLC
Washington
$585K +$178K +6,879 +44%
MS
443
Madden Securities
Texas
$584K -$12.9K -498 -2%
FRA
444
Front Row Advisors
California
$581K +$14.3K +552 +2%
SQA
445
Simon Quick Advisors
New Jersey
$577K -$448K -17,364 -44%
MA
446
MONECO Advisors
Connecticut
$577K -$79.1K -3,063 -12%
TWM
447
Triton Wealth Management
Arizona
$572K -$3.1K -120 -0.6%
CNFG
448
Creegan & Nassoura Financial Group
New Hampshire
$570K
AIM
449
Aspen Investment Management
Michigan
$570K +$3.56K +138 +0.6%
LWAC
450
Laurel Wealth Advisors (California)
California
$568K +$133K +5,142 +31%