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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Pegasus Partners
Wisconsin
$544K +$63.2K +2,835 +12%
Calamos Advisors
452
Calamos Advisors
Illinois
$538K +$20.3K +912 +4%
CG
453
Colony Group
Massachusetts
$536K -$16.9K -759 -3%
OBWG
454
Onyx Bridge Wealth Group
New York
$535K +$3.48K +156 +0.6%
OPS
455
Orion Portfolio Solutions
Nebraska
$529K -$164K -7,329 -22%
PA
456
PFG Advisors
Arizona
$520K +$575K +25,761 New
HHRDM
457
H&H Retirement Design & Management
Nevada
$519K +$37.5K +1,683 +7%
LWAC
458
Laurel Wealth Advisors (California)
California
$502K +$3.41K +153 +0.6%
MA
459
Modus Advisors
Minnesota
$501K -$8.43K -378 -1%
EWM
460
Empirical Wealth Management
Washington
$500K +$44.1K +1,977 +9%
ASN
461
Advisory Services Network
Georgia
$499K -$2.21K -99 -0.4%
SF
462
Synovus Financial
Georgia
$499K +$3.01K +135 +0.5%
PA
463
Parallel Advisors
California
$494K +$937 +42 +0.2%
SFO
464
Stokes Family Office
Louisiana
$489K +$2.08K +93 +0.4%
EWM
465
Evermay Wealth Management
Virginia
$484K +$81.7K +3,660 +18%
WSWA
466
Warren Street Wealth Advisors
California
$480K +$7.09K +318 +1%
SBH
467
Segall Bryant & Hamill
Illinois
$479K +$11.6K +519 +2%
MF
468
Meridian Financial
Massachusetts
$473K +$22.8K +1,023 +5%
IAA
469
Independent Advisor Alliance
North Carolina
$466K +$516K +23,109 New
BI
470
Berkeley Inc
Idaho
$465K -$10.1K -453 -2%
AIM
471
Aspen Investment Management
Michigan
$463K +$1.41K +63 +0.3%
SPIA
472
Steward Partners Investment Advisory
New York
$458K +$6.56K +294 +1%
FRA
473
Front Row Advisors
California
$456K -$2.14K -96 -0.4%
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K +$25K +1,122 +6%
PFC
475
Phocas Financial Corp
California
$441K