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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
426
Harbour Investments
Wisconsin
$1.1M -$11K -414 -1%
GWWM
427
Great Waters Wealth Management
Minnesota
$1.08M -$21.3K -801 -2%
RWP
428
RWA Wealth Partners
Massachusetts
$1.07M +$33.1K +1,245 +3%
BFG
429
Bouchey Financial Group
New York
$1.06M -$3.51K -132 -0.3%
SAM
430
Sawgrass Asset Management
Florida
$1.06M +$2.79K +105 +0.3%
GIA
431
GHP Investment Advisors
Colorado
$1.04M -$26.2K -987 -3%
WCM
432
Wisconsin Capital Management
Wisconsin
$1.04M -$199K -7,500 -17%
PA
433
Parallel Advisors
California
$1.03M +$23.1K +867 +2%
PCMC
434
Private Capital Management (Colorado)
Colorado
$1.03M -$38.9K -1,461 -4%
AWC
435
Adamsbrown Wealth Consultants
Kansas
$1.02M -$236K -8,871 -19%
BIA
436
Bigelow Investment Advisors
Maine
$1.02M -$22.4K -843 -2%
CWM
437
Chesapeake Wealth Management
Virginia
$1.01M -$786K -29,550 -45%
Pathstone Holdings
438
Pathstone Holdings
New Jersey
$1.01M
EWA
439
EP Wealth Advisors
California
$1.01M +$17.9K +672 +2%
AAS
440
Avantax Advisory Services
Texas
$1.01M -$15K -564 -2%
CAG
441
Csenge Advisory Group
Florida
$1.01M +$1.96M +73,650 +214%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$989K +$54.4K +2,046 +6%
SFWA
443
Summit Financial Wealth Advisors
Louisiana
$981K
HP
444
Hilltop Partners
Indiana
$980K +$7.02K +264 +0.8%
LJAC
445
L.J. Altfest & Co
New York
$980K -$190K -7,155 -17%
D.E. Shaw & Co
446
D.E. Shaw & Co
New York
$978K +$281K +10,578 +43%
LFG
447
Leverty Financial Group
Wisconsin
$977K +$458K +17,229 +95%
TFS
448
Thoroughbred Financial Services
Tennessee
$971K -$66.1K -2,487 -7%
BMCM
449
Burns Matteson Capital Management
New York
$967K +$5.66K +213 +0.6%
CFO
450
CVA Family Office
Colorado
$964K +$260K +9,783 +39%