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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
451
Great Waters Wealth Management
Minnesota
$1.05M -$32K -1,123 -3%
GFG
452
Grantvest Financial Group
New Jersey
$1.04M +$1.07M +37,634 New
FPF
453
First Pacific Financial
Washington
$1.04M -$278K -9,760 -21%
FI
454
FIDELIS iM
Oregon
$1.04M -$298K -10,473 -22%
WCM
455
Wisconsin Capital Management
Wisconsin
$1.04M
SFGP
456
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.03M +$1.06M +37,234 New
PCMC
457
Private Capital Management (Colorado)
Colorado
$1.03M +$940 +33 +0.1%
OIM
458
Orca Investment Management
Oregon
$1.03M -$110K -3,856 -9%
KWM
459
Kingsview Wealth Management
Oregon
$1.03M -$242K -8,492 -19%
Pathstone Holdings
460
Pathstone Holdings
New Jersey
$1.03M +$13.8K +486 +1%
AAS
461
Avantax Advisory Services
Texas
$1.02M +$8.09K +284 +0.8%
FPWM
462
Five Pine Wealth Management
Idaho
$1.02M +$1.05M +36,728 New
AWC
463
Adamsbrown Wealth Consultants
Kansas
$1.01M -$4.45K -156 -0.4%
EWA
464
EP Wealth Advisors
California
$1.01M +$2.34K +82 +0.2%
LJAC
465
L.J. Altfest & Co
New York
$1.01M +$28K +981 +3%
GT
466
Greenleaf Trust
Michigan
$1M +$93.6K +3,286 +10%
NFTC
467
North Forty Two & Co
Oregon
$999K +$1.03M +36,050 New
SPP
468
Single Point Partners
Massachusetts
$991K +$1.02M +35,765 New
BIA
469
Bigelow Investment Advisors
Maine
$989K -$27K -948 -3%
SAI
470
Savvy Advisors Inc
New York
$988K +$306K +10,752 +43%
CWM
471
Chesapeake Wealth Management
Virginia
$984K -$31.7K -1,111 -3%
MWA
472
Motive Wealth Advisors
Michigan
$984K
BMCM
473
Burns Matteson Capital Management
New York
$970K +$2.51K +88 +0.3%
PWM
474
Paulson Wealth Management
Illinois
$969K -$187K -6,572 -16%
ANTB
475
AMG National Trust Bank
Colorado
$960K