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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
SOL Capital Management
Maryland
$758K -$1.65K -72 -0.2%
SSWG
477
Seven Springs Wealth Group
Tennessee
$754K – – –
VAF
478
Values Added Financial
District of Columbia
$749K +$3.09K +135 +0.5%
WF
479
Whelan Financial
California
$748K +$189K +8,265 +38%
IWC
480
Integrated Wealth Concepts
Massachusetts
$747K -$69.1K -3,018 -9%
ACI
481
Alpha Cubed Investments
California
$742K – – –
CG
482
Cynosure Group
Utah
$734K – – –
TPA
483
Trivium Point Advisory
Connecticut
$733K +$78.5K +3,426 +13%
PGAM
484
Princeton Global Asset Management
New Jersey
$731K -$14.8K -648 -2%
RPGK
485
Retirement Planning Group (Kansas)
Kansas
$724K -$49.6K -2,166 -7%
EFM
486
Eley Financial Management
Vermont
$721K +$6.6K +288 +1%
LIWM
487
Long Island Wealth Management
New York
$716K +$653K +28,512 New
FHB
488
First Hawaiian Bank
Hawaii
$714K – – –
RJT
489
Raymond James Trust
Florida
$713K +$66.1K +2,886 +11%
LFAS
490
Level Four Advisory Services
Texas
$713K -$87.5K -3,819 -12%
SAG
491
SageView Advisory Group
California
$705K -$857K -37,392 -57%
WBCM
492
Wilson & Boucher Capital Management
California
$703K – – –
FPCP
493
Fort Point Capital Partners
California
$703K +$262K +11,436 +69%
JCFM
494
JBR Co Financial Management
Oklahoma
$701K +$639K +27,906 New
PFBT
495
Parkside Financial Bank & Trust
Missouri
$696K – – –
HIC
496
Holderness Investments Company
North Carolina
$695K +$56.6K +2,472 +10%
AAG
497
Armstrong Advisory Group
Massachusetts
$695K – – –
PA
498
Planning Alternatives
Michigan
$695K -$87.4K -3,816 -12%
SWA
499
Stratos Wealth Advisors
Ohio
$691K -$25.8K -1,125 -4%
Calamos Advisors
500
Calamos Advisors
Illinois
$679K -$10.1K -441 -2%