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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
451
AMG National Trust Bank
Colorado
$960K
CIA
452
Compass Ion Advisors
Pennsylvania
$956K +$918K +34,512 New
CPA
453
Clear Point Advisors
New York
$947K -$3.11K -117 -0.3%
PSF
454
Pacific Sun Financial
California
$947K -$11.2K -420 -1%
FT
455
Fiduciary Trust
Massachusetts
$947K
CB
456
Commerce Bank
Missouri
$946K -$252K -9,465 -22%
PCMC
457
Planning Capital Management Corporation
Pennsylvania
$941K -$57.8K -2,175 -6%
DI
458
Diligent Investors
California
$934K -$12K -450 -1%
MA
459
MCF Advisors
Kentucky
$932K -$80 -3 -0%
RW
460
Rede Wealth
Virginia
$922K +$117K +4,389 +15%
MWA
461
Motive Wealth Advisors
Michigan
$921K
ACA
462
Aptus Capital Advisors
Alabama
$916K +$2.14M +80,646 +434%
CWM
463
Cornerstone Wealth Management
Missouri
$915K -$12.6K -474 -1%
GT
464
Greenleaf Trust
Michigan
$912K +$21.9K +822 +3%
SPC
465
Sigma Planning Corp
Michigan
$906K +$27.1K +1,020 +3%
RIA
466
Regal Investment Advisors
Michigan
$904K +$88.8K +3,339 +11%
RJT
467
Raymond James Trust
Florida
$897K +$16.2K +609 +2%
BWA
468
BlueChip Wealth Advisors
Georgia
$896K -$13.8K -519 -2%
Vanguard Personalized Indexing Management
469
Vanguard Personalized Indexing Management
California
$895K -$61.3K -2,304 -7%
NWMG
470
National Wealth Management Group
Ohio
$895K +$160 +6 +0%
AWS
471
Atria Wealth Solutions
New York
$893K -$14.5K -546 -2%
Calamos Advisors
472
Calamos Advisors
Illinois
$892K +$107K +4,023 +14%
PGAM
473
Princeton Global Asset Management
New Jersey
$869K +$5.42K +204 +0.7%
MA
474
Mutual Advisors
Nebraska
$867K -$1.59M -59,685 -39%
FNBT
475
FineMark National Bank & Trust
Florida
$857K +$332K +12,471 +68%