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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
451
Colony Group
Massachusetts
$699K
FC
452
FCA Corp
Texas
$698K -$39.6K -1,581 -5%
CAG
453
Curtis Advisory Group
California
$679K -$66.5K -2,652 -9%
PFS
454
Prospera Financial Services
Texas
$677K -$8.2K -327 -1%
WBCM
455
Wilson & Boucher Capital Management
California
$670K -$37.6K -1,500 -5%
TC
456
Tatro Capital
Kentucky
$663K -$38.8K -1,548 -6%
NL
457
NWAM LLC
Washington
$658K +$59.4K +2,370 +10%
WSWA
458
Warren Street Wealth Advisors
California
$647K +$12.3K +492 +2%
MA
459
Modus Advisors
Minnesota
$637K -$10.4K -414 -2%
Calamos Advisors
460
Calamos Advisors
Illinois
$636K -$37.4K -1,494 -6%
PA
461
Parallel Advisors
California
$624K -$41.1K -1,638 -6%
LWAC
462
Laurel Wealth Advisors (California)
California
$621K +$2.93K +117 +0.5%
OBWG
463
Onyx Bridge Wealth Group
New York
$607K -$487K -19,410 -43%
RC
464
RegentAtlantic Capital
New Jersey
$596K +$591K +23,580 New
WF
465
Warner Financial
Maryland
$595K +$6.09K +243 +1%
SBH
466
Segall Bryant & Hamill
Illinois
$588K +$583K +23,250 New
TCM
467
Twele Capital Management
Minnesota
$582K -$23.2K -924 -4%
SPIA
468
Steward Partners Investment Advisory
New York
$582K +$7.82K +312 +1%
EWM
469
Empirical Wealth Management
Washington
$579K +$2.41K +96 +0.4%
AIM
470
Aspen Investment Management
Michigan
$576K +$16.9K +675 +3%
MA
471
MUFG Americas
New York
$575K -$264K -10,530 -32%
FRA
472
Front Row Advisors
California
$574K
OPWM
473
Oakwell Private Wealth Management
Texas
$561K
PFC
474
Phocas Financial Corp
California
$553K -$810K -32,334 -60%
WWM
475
Western Wealth Management
Colorado
$548K +$226K +9,003 +71%