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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSF
451
Pacific Sun Financial
California
$896K -$37.8K -1,650 -4%
MWA
452
Motive Wealth Advisors
Michigan
$891K -$68.7K -3,000 -8%
SFWA
453
Summit Financial Wealth Advisors
Louisiana
$889K
WCM
454
Wealthcare Capital Management
Virginia
$889K -$311K -13,554 -28%
SQA
455
Simon Quick Advisors
New Jersey
$876K -$124K -5,391 -13%
ANTB
456
AMG National Trust Bank
Colorado
$870K
EFA
457
Evernest Financial Advisors
Indiana
$867K +$792K +34,551 New
PA
458
Parallel Advisors
California
$866K +$21.3K +930 +3%
DI
459
Diligent Investors
California
$861K -$27.5K -1,200 -3%
FT
460
Fiduciary Trust
Massachusetts
$851K -$756 -33 -0.1%
BWA
461
BlueChip Wealth Advisors
Georgia
$847K +$773K +33,732 New
US Bancorp
462
US Bancorp
Minnesota
$842K -$11.2K -489 -1%
NL
463
NWAM LLC
Washington
$830K +$28.3K +1,233 +4%
CWM
464
Cornerstone Wealth Management
Missouri
$824K +$137 +6 +0%
OBWG
465
Onyx Bridge Wealth Group
New York
$797K +$77.7K +3,393 +12%
MWP
466
Madison Wealth Partners
Wisconsin
$797K +$277K +12,090 +61%
S
467
Sachetta
Massachusetts
$791K +$722K +31,521 New
AA
468
Alesco Advisors
New York
$791K -$48.3K -2,109 -6%
RMF
469
Red Mountain Financial
Colorado
$784K +$716K +31,245 New
RZH
470
Relyea Zuckerberg Hanson
Connecticut
$783K +$3.44K +150 +0.5%
GT
471
Greenleaf Trust
Michigan
$776K
PAM
472
Pegasus Asset Management
New York
$775K -$481 -21 -0.1%
CPL
473
CAP Partners LLC
Tennessee
$768K +$701K +30,609 New
SAI
474
Savvy Advisors Inc
New York
$764K +$698K +30,447 New
EP
475
Eudaimonia Partners
Tennessee
$758K