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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
476
Boston Financial Management
Massachusetts
$293K +$283K +14,637 New
MPW
477
MA Private Wealth
California
$287K +$277K +14,313 New
SG
478
Somerset Group
Minnesota
$282K -$112K -5,808 -29%
NF
479
Nikulski Financial
Iowa
$282K
Northern Trust
480
Northern Trust
Illinois
$278K
SWPG
481
Strategic Wealth Partners Group
Illinois
$269K +$259K +13,401 New
NFG
482
Next Financial Group
Texas
$266K +$1.34K +69 +0.5%
QCG
483
Quadrant Capital Group
Ohio
$262K +$233K +12,048 +1,147%
LA
484
LexAurum Advisors
Kansas
$261K
SCA
485
Stillwater Capital Advisors
Pennsylvania
$259K
DAS
486
Dynamic Advisor Solutions
Arizona
$248K -$24K -1,239 -9%
AP
487
Appleton Partners
Massachusetts
$248K
TPW
488
Tiller Private Wealth
Pennsylvania
$244K
PL
489
Plancorp LLC
Missouri
$244K +$349 +18 +0.1%
HIM
490
Harbour Investment Management
Washington
$241K
MWA
491
MFA Wealth Advisors
Pennsylvania
$236K +$14.6K +756 +7%
HI
492
Hendershot Investments
Virginia
$236K +$19.2K +993 +9%
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K +$929 +48 +0.4%
CFO
494
CVA Family Office
Colorado
$235K +$227K +11,733 New
AWM
495
AE Wealth Management
Kansas
$234K +$7.96K +411 +4%
ADL
496
Asset Dedication LLC
California
$233K
RBCM
497
Raub Brock Capital Management
California
$233K +$2.03K +105 +0.9%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$233K +$225K +11,616 New
RCC
499
Red Cedar Capital
Nebraska
$232K -$56.1K -2,895 -25%
APSI
500
Asset Planning Services Inc
Louisiana
$229K -$5.81K -300 -3%