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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MS
501
Madden Securities
Texas
$516K +$45.4K +1,971 +9%
BI
502
Berkeley Inc
Idaho
$510K -$5.18K -225 -1%
Brown Advisory
503
Brown Advisory
Maryland
$509K +$23.6K +1,023 +5%
AIM
504
Aspen Investment Management
Michigan
$508K -$7.18K -312 -1%
RJT
505
Raymond James Trust
Florida
$506K +$12.6K +549 +3%
WSWA
506
Warren Street Wealth Advisors
California
$505K +$20K +870 +4%
WPA
507
West Paces Advisors
Georgia
$503K +$415K +18,000 +426%
FRA
508
Front Row Advisors
California
$501K -$7.6K -330 -1%
EWM
509
Empirical Wealth Management
Washington
$494K +$415 +18 +0.1%
MA
510
Modus Advisors
Minnesota
$492K -$622 -27 -0.1%
VC
511
Vicus Capital
Pennsylvania
$489K -$7.46K -324 -1%
FWS
512
FinDec Wealth Services
California
$481K -$21.8K -948 -4%
WCM
513
Wealthcare Capital Management
Virginia
$480K +$67.2K +2,916 +16%
OPWM
514
Oakwell Private Wealth Management
Texas
$479K
JP Morgan Chase
515
JP Morgan Chase
New York
$474K +$262K +11,355 +118%
WPC
516
Wedmont Private Capital
Pennsylvania
$473K +$16.2K +702 +3%
FFA
517
Farther Finance Advisors
California
$472K +$419K +18,195 +684%
FPCG
518
Fort Pitt Capital Group
Pennsylvania
$471K -$4.46M -193,557 -90%
CNFG
519
Creegan & Nassoura Financial Group
New Hampshire
$467K
HIC
520
Holderness Investments Company
North Carolina
$467K +$7.95K +345 +2%
AWM
521
AE Wealth Management
Kansas
$466K -$33K -1,434 -7%
SCM
522
Stordahl Capital Management
Colorado
$465K
CAG
523
Curtis Advisory Group
California
$464K -$19.5K -846 -4%
HIF
524
Hill Island Financial
Michigan
$450K
TWM
525
Triton Wealth Management
Arizona
$444K -$10K -435 -2%