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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
AE Wealth Management
Kansas
$482K +$82.1K +3,747 +20%
VC
502
Vicus Capital
Pennsylvania
$480K +$481K +21,933 New
EWM
503
Empirical Wealth Management
Washington
$477K -$64.3K -2,934 -12%
RJT
504
Raymond James Trust
Florida
$477K +$90.9K +4,149 +23%
MA
505
Modus Advisors
Minnesota
$477K -$66.5K -3,036 -12%
TCM
506
Twele Capital Management
Minnesota
$475K +$476K +21,711 New
CGFA
507
Colton Groome Financial Advisors
North Carolina
$470K +$10.3K +471 +2%
Brown Advisory
508
Brown Advisory
Maryland
$470K
WSWA
509
Warren Street Wealth Advisors
California
$470K -$50.9K -2,322 -10%
EFS
510
Econ Financial Services
Pennsylvania
$469K +$3.88K +177 +0.8%
CAG
511
Curtis Advisory Group
California
$467K -$1.22M -55,464 -72%
OPWM
512
Oakwell Private Wealth Management
Texas
$463K
WPC
513
Wedmont Private Capital
Pennsylvania
$461K +$5K +228 +1%
TWM
514
Triton Wealth Management
Arizona
$459K -$9.66K -441 -2%
MS
515
Madden Securities
Texas
$456K +$29.3K +1,335 +7%
CWM
516
Castle Wealth Management
Florida
$453K -$174K -7,920 -28%
CNFG
517
Creegan & Nassoura Financial Group
New Hampshire
$451K
SCM
518
Stordahl Capital Management
Colorado
$450K -$13.5K -618 -3%
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$449K -$171K -7,824 -28%
HTC
520
Haverford Trust Company
Pennsylvania
$445K
HIF
521
Hill Island Financial
Michigan
$445K +$2.3K +105 +0.5%
HIC
522
Holderness Investments Company
North Carolina
$444K -$13.9K -633 -3%
MCA
523
Millennium Capital Advisors
Arkansas
$430K -$6.31K -288 -1%
AIM
524
Avity Investment Management
Connecticut
$423K
CCB
525
Country Club Bank
Missouri
$413K