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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Apollon Wealth Management
South Carolina
$665K -$32.9K -1,260 -5%
PA
427
Parallel Advisors
California
$661K +$1.88K +72 +0.3%
CI
428
Chartist Inc
California
$638K -$403K -15,432 -38%
BIA
429
Barry Investment Advisors
Massachusetts
$636K -$120K -4,605 -16%
ASN
430
Advisory Services Network
Georgia
$634K -$1.58M -60,303 -71%
HA
431
HYA Advisors
Missouri
$633K -$162K -6,186 -20%
EWA
432
EP Wealth Advisors
California
$633K -$1.49K -57 -0.2%
BCM
433
Boltwood Capital Management
California
$633K +$138K +5,295 +27%
CGFA
434
Colton Groome Financial Advisors
North Carolina
$621K +$3.06K +117 +0.5%
Calamos Advisors
435
Calamos Advisors
Illinois
$613K +$14.7K +564 +2%
TCM
436
Twele Capital Management
Minnesota
$611K -$5.64K -216 -0.9%
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$610K +$410K +15,678 +202%
Brown Advisory
438
Brown Advisory
Maryland
$606K
EWM
439
Empirical Wealth Management
Washington
$599K +$77.1K +2,952 +14%
LWAC
440
Laurel Wealth Advisors (California)
California
$598K +$42.4K +1,623 +7%
SPIA
441
Steward Partners Investment Advisory
New York
$582K -$3.45K -132 -0.6%
FRA
442
Front Row Advisors
California
$580K
SBH
443
Segall Bryant & Hamill
Illinois
$579K -$7.84K -300 -1%
TWM
444
Triton Wealth Management
Arizona
$578K +$1.25K +48 +0.2%
NL
445
NWAM LLC
Washington
$573K +$549 +21 +0.1%
MS
446
Madden Securities
Texas
$571K -$627 -24 -0.1%
OPWM
447
Oakwell Private Wealth Management
Texas
$570K -$129K -4,932 -18%
NS
448
Newman & Schimel
Illinois
$566K -$16.1K -618 -3%
SQA
449
Simon Quick Advisors
New Jersey
$566K +$1.33K +51 +0.2%
AAS
450
Avantax Advisory Services
Texas
$566K +$203K +7,758 +54%