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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
476
Watershed Private Wealth
Illinois
$588K +$589K +26,871 New
Calamos Advisors
477
Calamos Advisors
Illinois
$587K +$3.42K +156 +0.6%
FC
478
FCA Corp
Texas
$583K -$20.8K -951 -3%
PA
479
PFG Advisors
Arizona
$580K +$16.8K +765 +3%
OBWG
480
Onyx Bridge Wealth Group
New York
$577K -$8.09K -369 -1%
HHRDM
481
H&H Retirement Design & Management
Nevada
$561K -$32.5K -1,482 -6%
CG
482
Caprock Group
Idaho
$552K +$553K +25,251 New
SPIA
483
Steward Partners Investment Advisory
New York
$550K +$53.1K +2,421 +11%
NL
484
NWAM LLC
Washington
$543K +$218K +9,951 +67%
KLI
485
Kelman-Lazarov Inc
Tennessee
$540K +$194K +8,835 +56%
PTC
486
Private Trust Company
Ohio
$540K -$59.1K -2,697 -10%
SF
487
Synovus Financial
Georgia
$538K -$2.37K -108 -0.4%
PA
488
Parallel Advisors
California
$538K +$2.56K +117 +0.5%
LWAC
489
Laurel Wealth Advisors (California)
California
$537K -$6.31K -288 -1%
IAA
490
Independent Advisor Alliance
North Carolina
$528K +$22.7K +1,038 +4%
MF
491
Meridian Financial
Massachusetts
$518K +$4.93K +225 +1%
OPS
492
Orion Portfolio Solutions
Nebraska
$516K -$57.1K -2,607 -10%
PSCM
493
Per Stirling Capital Management
Texas
$514K +$515K +23,481 New
SBH
494
Segall Bryant & Hamill
Illinois
$506K -$13.2K -600 -3%
JWCA
495
J.W. Cole Advisors
Florida
$501K +$68.7K +3,135 +16%
BI
496
Berkeley Inc
Idaho
$498K -$5.59K -255 -1%
AIM
497
Aspen Investment Management
Michigan
$498K -$3.29K -150 -0.7%
TA
498
TrueWealth Advisors
Alabama
$495K +$193K +8,790 +64%
FRA
499
Front Row Advisors
California
$492K -$2.63K -120 -0.5%
FWS
500
FinDec Wealth Services
California
$485K +$486K +22,197 New