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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GB
451
Goepper Burkhardt
South Carolina
$1.06M -$92.3K -3,500 -8%
OIM
452
Orca Investment Management
Oregon
$1.06M +$13.3K +503 +1%
FI
453
FIDELIS iM
Oregon
$1.05M
WCM
454
Wisconsin Capital Management
Wisconsin
$1.05M
Vanguard Personalized Indexing Management
455
Vanguard Personalized Indexing Management
California
$1.04M +$2.32K +88 +0.2%
GWWM
456
Great Waters Wealth Management
Minnesota
$1.03M -$21.5K -814 -2%
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$1.03M +$39.2K +1,485 +4%
AWC
458
Adamsbrown Wealth Consultants
Kansas
$1.03M -$5.33K -202 -0.5%
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$1.03M +$270K +10,250 +39%
CS
460
Crescent Sterling
Louisiana
$1.02M -$83.2K -3,153 -8%
IWMA
461
Ironwood Wealth Management (Arizona)
Arizona
$1.02M -$174K -6,595 -15%
FC
462
Forte Capital
New York
$1.02M -$12.4K -470 -1%
CB
463
Commerce Bank
Missouri
$1.01M
EWP
464
Elevation Wealth Partners
California
$1.01M +$343 +13 +0%
RW
465
Rede Wealth
Virginia
$1.01M +$79.2K +3,002 +9%
AAS
466
Avantax Advisory Services
Texas
$1.01M -$47.9K -1,814 -5%
SCM
467
SOL Capital Management
Maryland
$1M +$207K +7,842 +28%
Pathstone Holdings
468
Pathstone Holdings
New Jersey
$1M -$970K -36,775 -51%
GFG
469
Grantvest Financial Group
New Jersey
$1M -$25.6K -970 -3%
RWM
470
Rialto Wealth Management
New York
$1,000K +$396 +15 +0%
WOSD
471
WFA of San Diego
California
$992K +$933K +35,378 New
CWM
472
Chesapeake Wealth Management
Virginia
$984K -$9.92K -376 -1%
BMCM
473
Burns Matteson Capital Management
New York
$983K -$712 -27 -0.1%
TC
474
Tenret Company
Florida
$983K +$673K +25,512 +268%
GT
475
Greenleaf Trust
Michigan
$982K -$84.6K -3,208 -8%