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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
AE Wealth Management
Kansas
$529K +$38.7K +1,719 +8%
TPA
502
Trivium Point Advisory
Connecticut
$516K +$202K +8,961 +70%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$515K -$125K -5,544 -20%
MA
504
Modus Advisors
Minnesota
$514K -$1.55K -69 -0.3%
VC
505
Vicus Capital
Pennsylvania
$513K +$1.35K +60 +0.3%
WPC
506
Wedmont Private Capital
Pennsylvania
$513K +$68 +3 +0%
CFGSD
507
Compass Financial Group (South Dakota)
South Dakota
$510K +$129K +5,706 +36%
BL
508
BCWM LLC
Kansas
$508K +$89.6K +3,978 +23%
FRA
509
Front Row Advisors
California
$504K -$20.3K -900 -4%
Bank of New York Mellon
510
Bank of New York Mellon
New York
$504K -$1.24M -55,125 -72%
IAA
511
Independent Advisor Alliance
North Carolina
$493K -$57.3K -2,541 -11%
CS
512
Comerica Securities
Michigan
$491K +$28.5K +1,266 +6%
CNFG
513
Creegan & Nassoura Financial Group
New Hampshire
$489K
WT
514
Whittier Trust
California
$488K -$184K -8,166 -28%
AWE
515
Avidian Wealth Enterprises
Texas
$484K +$65.2K +2,895 +17%
FFA
516
Farther Finance Advisors
California
$483K -$9.87K -438 -2%
OPWM
517
Oakwell Private Wealth Management
Texas
$483K -$17K -756 -4%
SCM
518
Stordahl Capital Management
Colorado
$483K -$4.06K -180 -0.9%
HIF
519
Hill Island Financial
Michigan
$481K
APW
520
Aurora Private Wealth
New Jersey
$474K +$45.6K +2,022 +11%
TWM
521
Triton Wealth Management
Arizona
$468K +$676 +30 +0.2%
APSI
522
Asset Planning Services Inc
Louisiana
$459K +$30.8K +1,365 +8%
CAG
523
Curtis Advisory Group
California
$459K -$25.4K -1,125 -5%
TCM
524
Twele Capital Management
Minnesota
$458K +$1.89K +84 +0.4%
HI
525
Hendershot Investments
Virginia
$444K +$31.1K +1,380 +8%