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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
451
Prospera Financial Services
Texas
$726K +$5.44K +204 +0.8%
CI
452
Chartist Inc
California
$719K +$48.9K +1,833 +7%
Calamos Advisors
453
Calamos Advisors
Illinois
$715K +$70.7K +2,652 +11%
PA
454
Parallel Advisors
California
$696K +$2.24K +84 +0.3%
MA
455
Modus Advisors
Minnesota
$687K -$72.4K -2,715 -10%
WAM
456
WNY Asset Management
New York
$686K -$81.4K -3,054 -11%
WSWA
457
Warren Street Wealth Advisors
California
$673K +$669K +25,086 New
WCM
458
Wealthcare Capital Management
Virginia
$666K -$97.3K -3,648 -13%
EWA
459
EP Wealth Advisors
California
$665K +$800 +30 +0.1%
AIP
460
Almanack Investment Partners
Pennsylvania
$659K +$116K +4,347 +22%
LWAC
461
Laurel Wealth Advisors (California)
California
$655K +$27K +1,011 +4%
ASN
462
Advisory Services Network
Georgia
$653K -$11.8K -441 -2%
TCM
463
Twele Capital Management
Minnesota
$642K +$1.28K +48 +0.2%
NL
464
NWAM LLC
Washington
$634K +$32.3K +1,212 +5%
WF
465
Warner Financial
Maryland
$624K +$621K +23,277 New
BAAM
466
Baker Avenue Asset Management
California
$618K +$615K +23,055 New
SWM
467
Stockman Wealth Management
Montana
$612K -$141K -5,283 -19%
EWM
468
Empirical Wealth Management
Washington
$611K -$17K -639 -3%
FRA
469
Front Row Advisors
California
$610K
SPIA
470
Steward Partners Investment Advisory
New York
$609K -$1.6K -60 -0.3%
OPWM
471
Oakwell Private Wealth Management
Texas
$595K -$3.04K -114 -0.5%
MS
472
Madden Securities
Texas
$594K -$5.04K -189 -0.8%
AIM
473
Aspen Investment Management
Michigan
$593K +$4.56K +171 +0.8%
CNFG
474
Creegan & Nassoura Financial Group
New Hampshire
$586K
KWS
475
Keystone Wealth Services
California
$582K +$579K +21,699 New