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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
451
Townsend Asset Management
North Carolina
$574K -$55.7K -2,412 -8%
PTC
452
Private Trust Company
Ohio
$573K +$632K +27,390 New
OBWG
453
Onyx Bridge Wealth Group
New York
$572K +$5.82K +252 +1%
CG
454
Colony Group
Massachusetts
$571K -$7.68K -333 -1%
SWM
455
Spire Wealth Management
Virginia
$567K -$1.03M -44,745 -62%
DAS
456
Dynamic Advisor Solutions
Arizona
$562K +$155K +6,708 +33%
WBCM
457
Wilson & Boucher Capital Management
California
$554K
HHRDM
458
H&H Retirement Design & Management
Nevada
$545K +$318K +13,800 +138%
SQA
459
Simon Quick Advisors
New Jersey
$543K +$89.4K +3,876 +20%
ZF
460
Zhang Financial
Michigan
$542K -$129K -5,580 -18%
Calamos Advisors
461
Calamos Advisors
Illinois
$539K +$14.1K +612 +2%
EWA
462
EP Wealth Advisors
California
$530K -$232K -10,047 -28%
MA
463
Modus Advisors
Minnesota
$527K -$138 -6 -0%
CGFA
464
Colton Groome Financial Advisors
North Carolina
$519K -$235K -10,185 -29%
ASN
465
Advisory Services Network
Georgia
$519K -$92.2K -3,996 -14%
LWAC
466
Laurel Wealth Advisors (California)
California
$517K +$3.88K +168 +0.7%
SF
467
Synovus Financial
Georgia
$515K -$115K -4,995 -17%
PA
468
Parallel Advisors
California
$511K +$2.42K +105 +0.4%
SFO
469
Stokes Family Office
Louisiana
$505K -$92.9K -4,026 -14%
PP
470
Pegasus Partners
Wisconsin
$504K +$148K +6,405 +36%
KLI
471
Kelman-Lazarov Inc
Tennessee
$492K +$339K +14,688 +166%
BI
472
Berkeley Inc
Idaho
$491K -$200K -8,670 -27%
WSWA
473
Warren Street Wealth Advisors
California
$491K -$48.6K -2,106 -8%
HIC
474
Holderness Investments Company
North Carolina
$487K -$130K -5,634 -19%
SBH
475
Segall Bryant & Hamill
Illinois
$487K