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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
476
Wilkins Miller Wealth Management
Alabama
$851K +$904K +32,467 New
RFG Advisory
477
RFG Advisory
Alabama
$840K +$285K +10,251 +47%
Atria Wealth Solutions
478
Atria Wealth Solutions
New York
$830K -$37.2K -1,336 -4%
PGAM
479
Princeton Global Asset Management
New Jersey
$828K +$4.96K +178 +0.6%
SIMC
480
Squire Investment Management Company
Utah
$821K – – –
CFP
481
Cascade Financial Partners
California
$806K -$2.95K -106 -0.3%
FineMark National Bank & Trust
482
FineMark National Bank & Trust
Florida
$804K -$3.26K -117 -0.4%
PCM
483
Pennsylvania Capital Management
Pennsylvania
$801K -$34.8K -1,251 -4%
RWA
484
Redhawk Wealth Advisors
Minnesota
$800K +$24.1K +864 +3%
MA
485
Mutual Advisors
Nebraska
$799K -$3.2K -115 -0.4%
Kingsview Wealth Management
486
Kingsview Wealth Management
Oregon
$788K -$196K -7,042 -19%
SSWG
487
Seven Springs Wealth Group
Tennessee
$786K – – –
PFBT
488
Parkside Financial Bank & Trust
Missouri
$786K +$62.9K +2,259 +8%
Engineers Gate Manager
489
Engineers Gate Manager
New York
$784K -$469K -16,831 -36%
OIS
490
Okabena Investment Services
Minnesota
$778K +$827K +29,712 New
F.L. Putnam Investment Management
491
F.L. Putnam Investment Management
Massachusetts
$775K -$356K -12,789 -30%
CG
492
Cynosure Group
Utah
$770K +$2.06K +74 +0.3%
O'Shaughnessy Asset Management
493
O'Shaughnessy Asset Management
Connecticut
$765K +$211K +7,561 +35%
DFG
494
Delta Financial Group
New Jersey
$764K -$33.2K -1,191 -4%
CPL
495
CAP Partners LLC
Tennessee
$763K -$2.34K -84 -0.3%
Bank of New York Mellon
496
Bank of New York Mellon
New York
$763K -$78.2K -2,808 -9%
NB
497
NBT Bank
New York
$754K +$116K +4,180 +17%
NWMG
498
National Wealth Management Group
Ohio
$752K -$77.4K -2,781 -9%
KF
499
K2 Financial
California
$741K +$47.5K +1,705 +6%
BWA
500
BlueChip Wealth Advisors
Georgia
$739K -$138K -4,964 -15%