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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
451
Forte Capital
New York
$962K -$49K -1,761 -5%
CB
452
Commerce Bank
Missouri
$945K +$47.6K +1,709 +5%
EWP
453
Elevation Wealth Partners
California
$944K -$164K -5,897 -14%
SPP
454
Single Point Partners
Massachusetts
$936K -$863 -31 -0.1%
SC
455
SouthState Corp
Florida
$935K +$994K +35,682 New
RWM
456
Rialto Wealth Management
New York
$934K -$200K -7,182 -17%
Kovitz Investment Group Partners
457
Kovitz Investment Group Partners
Illinois
$931K -$350K -12,555 -26%
CWM
458
Chesapeake Wealth Management
Virginia
$929K -$1.39K -50 -0.1%
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$924K -$127K -4,550 -11%
CWM
460
Cornerstone Wealth Management
Missouri
$920K +$24.1K +867 +3%
BMCM
461
Burns Matteson Capital Management
New York
$919K +$2.53K +91 +0.3%
ANTB
462
AMG National Trust Bank
Colorado
$908K – – –
BIA
463
Bigelow Investment Advisors
Maine
$901K -$36.3K -1,304 -4%
FT
464
Fiduciary Trust
Massachusetts
$896K – – –
CPA
465
Clear Point Advisors
New York
$887K +$668 +24 +0.1%
PSF
466
Pacific Sun Financial
California
$885K -$1.67K -60 -0.2%
TFS
467
Thoroughbred Financial Services
Tennessee
$884K -$5.18K -186 -0.5%
HP
468
Hilltop Partners
Indiana
$882K -$25.9K -929 -3%
FPWM
469
Five Pine Wealth Management
Idaho
$876K -$92.1K -3,307 -9%
FPAS
470
Focus Partners Advisor Solutions
Missouri
$869K -$863 -31 -0.1%
RW
471
Rede Wealth
Virginia
$863K +$16.2K +582 +2%
RWB
472
RMR Wealth Builders
New Jersey
$860K +$28.9K +1,039 +3%
MCA
473
Midwest Capital Advisors
Michigan
$854K -$178K -6,403 -16%
SPC
474
Sigma Planning Corp
Michigan
$852K +$8.41K +302 +0.9%
EE
475
EWG Elevate
California
$852K -$5.45M -195,850 -86%