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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$1.12M -$51.6K -1,500 -5%
FPWM
502
Five Pine Wealth Management
Idaho
$1.12M -$76.4K -2,220 -7%
ADL
503
Asset Dedication LLC
California
$1.12M -$45.7K -1,329 -4%
SWP
504
Stratos Wealth Partners
Ohio
$1.12M -$43.3K -1,257 -4%
HFO
505
Heritage Family Offices
Arizona
$1.11M +$2.34K +68 +0.2%
PEWA
506
Pacific Excel Wealth Advisors
California
$1.11M +$1.04M +30,143 New
BMCM
507
Burns Matteson Capital Management
New York
$1.11M -$115K -3,350 -10%
AA
508
Alesco Advisors
New York
$1.11M -$12.2K -354 -1%
OIS
509
Okabena Investment Services
Minnesota
$1.1M
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$1.09M +$135K +3,932 +15%
RW
511
Rede Wealth
Virginia
$1.09M +$102K +2,951 +11%
BJL
512
Brighton Jones LLC
Washington
$1.09M -$32.5K -943 -3%
BWA
513
BlueChip Wealth Advisors
Georgia
$1.09M -$4.23K -123 -0.4%
WPC
514
Wedmont Private Capital
Pennsylvania
$1.08M +$207 +6 +0%
KWM
515
Kingsview Wealth Management
Oregon
$1.08M +$10.5K +306 +1%
MWP
516
Madison Wealth Partners
Wisconsin
$1.08M +$72.8K +2,115 +8%
SSWG
517
Seven Springs Wealth Group
Tennessee
$1.08M
RWM
518
Rialto Wealth Management
New York
$1.07M -$45.5K -1,321 -4%
OBWG
519
Onyx Bridge Wealth Group
New York
$1.07M -$2.69K -78 -0.3%
SPC
520
Sigma Planning Corp
Michigan
$1.06M -$8.29K -241 -0.8%
BIM
521
Bridges Investment Management
Nebraska
$1.05M +$66.2K +1,923 +7%
PA
522
Parallel Advisors
California
$1.05M -$36.8K -1,069 -4%
CPL
523
CAP Partners LLC
Tennessee
$1.05M -$7.26K -211 -0.7%
NWMG
524
National Wealth Management Group
Ohio
$1.04M +$6.92K +201 +0.7%
AWE
525
Avidian Wealth Enterprises
Texas
$1.03M +$172 +5 +0%