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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
476
Clear Point Advisors
New York
$927K -$6.26K -215 -0.7%
FAG
477
Fortitude Advisory Group
Washington
$923K -$15K -515 -2%
BWL
478
Bogart Wealth LLC
Virginia
$921K -$2.07M -71,159 -70%
EE
479
EWG Elevate
California
$919K -$11K -378 -1%
Bank of New York Mellon
480
Bank of New York Mellon
New York
$918K +$52.9K +1,816 +6%
SPC
481
Sigma Planning Corp
Michigan
$912K -$27.2K -936 -3%
WPC
482
Wedmont Private Capital
Pennsylvania
$908K +$7.95K +273 +0.9%
NL
483
NWAM LLC
Washington
$907K +$31K +1,066 +4%
AIA
484
Armor Investment Advisors
North Carolina
$900K -$808K -27,756 -48%
BCA
485
Bay Colony Advisors
Massachusetts
$899K -$259K -8,907 -23%
SSWG
486
Seven Springs Wealth Group
Tennessee
$890K
BJL
487
Brighton Jones LLC
Washington
$889K -$19.9K -685 -2%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$889K
CWA
489
Carolina Wealth Advisors
South Carolina
$883K -$3.32M -114,039 -79%
OIS
490
Okabena Investment Services
Minnesota
$881K
NWMG
491
National Wealth Management Group
Ohio
$863K +$29.6K +1,017 +4%
OBWG
492
Onyx Bridge Wealth Group
New York
$860K +$62.7K +2,155 +8%
WPA
493
West Paces Advisors
Georgia
$855K -$8.59K -295 -1%
GFA
494
Gallagher Fiduciary Advisors
Illinois
$855K +$64.2K +2,206 +8%
NB
495
NBT Bank
New York
$851K -$335K -11,524 -40%
CPL
496
CAP Partners LLC
Tennessee
$849K +$408 +14 +0%
PCM
497
Pennsylvania Capital Management
Pennsylvania
$848K -$73.1K -2,511 -8%
PC
498
Payne Capital
Oregon
$841K +$826K +28,384 New
BL
499
BCWM LLC
Kansas
$830K -$36K -1,237 -4%
MCA
500
Midwest Capital Advisors
Michigan
$825K +$3.41K +117 +0.4%