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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
426
Venture Visionary Partners
Ohio
$791K +$25.4K +1,071 +3%
PVI
427
Pine Valley Investments
New Jersey
$789K -$61.8K -2,607 -7%
ANTB
428
AMG National Trust Bank
Colorado
$782K
SFWA
429
Summit Financial Wealth Advisors
Louisiana
$781K
AWM
430
AE Wealth Management
Kansas
$779K +$289K +12,204 +55%
Renaissance Technologies
431
Renaissance Technologies
New York
$778K +$391K +16,500 +92%
MCM
432
Mitchell Capital Management
Kansas
$775K -$153K -6,444 -16%
GIA
433
GHP Investment Advisors
Colorado
$775K +$1.85K +78 +0.2%
AWS
434
Atria Wealth Solutions
New York
$769K -$1.56K -66 -0.2%
FFA
435
First Foundation Advisors
California
$769K +$807K +34,071 New
US Bancorp
436
US Bancorp
Minnesota
$767K -$3.91K -165 -0.5%
FT
437
Fiduciary Trust
Massachusetts
$766K -$41.9K -1,767 -5%
AA
438
Alesco Advisors
New York
$758K -$70K -2,955 -8%
PA
439
Parallel Advisors
California
$757K +$400K +16,893 +101%
PRS
440
Pinkerton Retirement Specialists
Idaho
$741K -$31.1K -1,311 -4%
CWM
441
Cornerstone Wealth Management
Missouri
$740K -$2.42K -102 -0.3%
IWC
442
Integrated Wealth Concepts
Massachusetts
$739K -$3.98K -168 -0.5%
PSCM
443
Per Stirling Capital Management
Texas
$730K +$59.6K +2,517 +8%
LFAS
444
Level Four Advisory Services
Texas
$727K +$70.9K +2,991 +10%
OCM
445
One Capital Management
California
$722K
NL
446
NWAM LLC
Washington
$718K +$131K +5,550 +21%
PA
447
Planning Alternatives
Michigan
$711K -$5.05K -213 -0.7%
RZH
448
Relyea Zuckerberg Hanson
Connecticut
$700K +$2.77K +117 +0.4%
RPGK
449
Retirement Planning Group (Kansas)
Kansas
$699K +$178K +7,497 +32%
GT
450
Greenleaf Trust
Michigan
$697K