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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
476
RFG Advisory
Alabama
$840K +$285K +10,251 +47%
AWS
477
Atria Wealth Solutions
New York
$830K -$37.2K -1,336 -4%
PGAM
478
Princeton Global Asset Management
New Jersey
$828K +$4.96K +178 +0.6%
SIMC
479
Squire Investment Management Company
Utah
$821K
CFP
480
Cascade Financial Partners
California
$806K -$2.95K -106 -0.3%
FNBT
481
FineMark National Bank & Trust
Florida
$804K -$3.26K -117 -0.4%
PCM
482
Pennsylvania Capital Management
Pennsylvania
$801K -$34.8K -1,251 -4%
RWA
483
Redhawk Wealth Advisors
Minnesota
$800K +$24.1K +864 +3%
MA
484
Mutual Advisors
Nebraska
$799K -$3.2K -115 -0.4%
KWM
485
Kingsview Wealth Management
Oregon
$788K -$196K -7,042 -19%
SSWG
486
Seven Springs Wealth Group
Tennessee
$786K
PFBT
487
Parkside Financial Bank & Trust
Missouri
$786K +$62.9K +2,259 +8%
EGM
488
Engineers Gate Manager
New York
$784K -$469K -16,831 -36%
OIS
489
Okabena Investment Services
Minnesota
$778K +$827K +29,712 New
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$775K -$356K -12,789 -30%
CG
491
Cynosure Group
Utah
$770K +$2.06K +74 +0.3%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$765K +$211K +7,561 +35%
DFG
493
Delta Financial Group
New Jersey
$764K -$33.2K -1,191 -4%
CPL
494
CAP Partners LLC
Tennessee
$763K -$2.34K -84 -0.3%
Bank of New York Mellon
495
Bank of New York Mellon
New York
$763K -$78.2K -2,808 -9%
NB
496
NBT Bank
New York
$754K +$116K +4,180 +17%
NWMG
497
National Wealth Management Group
Ohio
$752K -$77.4K -2,781 -9%
KF
498
K2 Financial
California
$741K +$47.5K +1,705 +6%
BWA
499
BlueChip Wealth Advisors
Georgia
$739K -$138K -4,964 -15%
RPGK
500
Retirement Planning Group (Kansas)
Kansas
$739K -$473 -17 -0.1%