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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
426
Bigelow Investment Advisors
Maine
$973K -$5.89K -225 -0.6%
RWA
427
Redhawk Wealth Advisors
Minnesota
$968K -$374K -14,289 -28%
RWP
428
RWA Wealth Partners
Massachusetts
$966K -$7.85K -300 -0.8%
AAS
429
Avantax Advisory Services
Texas
$960K -$41.5K -1,587 -4%
Pathstone Holdings
430
Pathstone Holdings
New Jersey
$950K +$178K +6,822 +23%
PA
431
Parallel Advisors
California
$946K +$61.1K +2,337 +7%
MWP
432
Madison Wealth Partners
Wisconsin
$938K +$36.9K +1,410 +4%
PCMC
433
Planning Capital Management Corporation
Pennsylvania
$938K +$1.8K +69 +0.2%
SF
434
Summit Financial
New Jersey
$937K -$95.1K -3,636 -9%
AFG
435
Atomi Financial Group
New York
$935K +$943K +36,033 New
EWA
436
EP Wealth Advisors
California
$928K -$392K -14,997 -30%
MWA
437
Motive Wealth Advisors
Michigan
$921K
SFWA
438
Summit Financial Wealth Advisors
Louisiana
$919K
HP
439
Hilltop Partners
Indiana
$911K -$33.4K -1,275 -4%
BMCM
440
Burns Matteson Capital Management
New York
$900K -$39.7K -1,518 -4%
ANTB
441
AMG National Trust Bank
Colorado
$899K
Vanguard Personalized Indexing Management
442
Vanguard Personalized Indexing Management
California
$898K +$88.8K +3,393 +11%
PSF
443
Pacific Sun Financial
California
$898K -$14.9K -570 -2%
CAG
444
Csenge Advisory Group
Florida
$895K -$8.01K -306 -0.9%
CPA
445
Clear Point Advisors
New York
$890K -$34.6K -1,323 -4%
FT
446
Fiduciary Trust
Massachusetts
$887K
DI
447
Diligent Investors
California
$886K
Kovitz Investment Group Partners
448
Kovitz Investment Group Partners
Illinois
$875K -$34.3K -1,311 -4%
MA
449
MCF Advisors
Kentucky
$873K -$1.18K -45 -0.1%
CWM
450
Cornerstone Wealth Management
Missouri
$869K +$10.2K +390 +1%