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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
476
NWAM LLC
Washington
$622K +$54.6K +2,424 +10%
OBWG
477
Onyx Bridge Wealth Group
New York
$622K +$2.43K +108 +0.4%
TAM
478
Townsend Asset Management
North Carolina
$621K -$4.39K -195 -0.7%
AAS
479
Avantax Advisory Services
Texas
$618K -$8.25K -366 -1%
AGA
480
Arkos Global Advisors
Texas
$604K -$56.3K -2,499 -9%
RJT
481
Raymond James Trust
Florida
$604K +$71K +3,150 +14%
JWCA
482
J.W. Cole Advisors
Florida
$602K +$53.4K +2,370 +10%
HWM
483
Heirloom Wealth Management
Colorado
$593K -$79.2K -3,513 -12%
MF
484
Meridian Financial
Massachusetts
$592K +$10.3K +459 +2%
SPIA
485
Steward Partners Investment Advisory
New York
$589K -$50K -2,217 -8%
EWM
486
Evermay Wealth Management
Virginia
$589K +$879 +39 +0.2%
SWA
487
Stratos Wealth Advisors
Ohio
$586K -$109K -4,854 -16%
PTC
488
Private Trust Company
Ohio
$583K -$6.56K -291 -1%
FC
489
FCA Corp
Texas
$581K -$68.6K -3,042 -11%
RA
490
Ruggaard & Associates
Ohio
$581K -$19.6K -870 -3%
SBH
491
Segall Bryant & Hamill
Illinois
$563K +$13.5K +600 +3%
WF
492
Whelan Financial
California
$560K -$15.1K -669 -3%
RPGK
493
Retirement Planning Group (Kansas)
Kansas
$556K +$234K +10,404 +80%
MS
494
Madden Securities
Texas
$547K +$6.49K +288 +1%
HIC
495
Holderness Investments Company
North Carolina
$544K +$52.9K +2,349 +11%
AIM
496
Aspen Investment Management
Michigan
$536K +$3.65K +162 +0.7%
WSWA
497
Warren Street Wealth Advisors
California
$535K +$6.02K +267 +1%
BI
498
Berkeley Inc
Idaho
$535K +$473 +21 +0.1%
GC
499
Grimes & Company
Massachusetts
$535K -$180K -7,977 -26%
Brown Advisory
500
Brown Advisory
Maryland
$530K -$2.37K -105 -0.5%