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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPC
501
Wedmont Private Capital
Pennsylvania
$867K
BJL
502
Brighton Jones LLC
Washington
$861K +$207K +7,853 +34%
RWA
503
Redhawk Wealth Advisors
Minnesota
$855K -$1.19K -45 -0.1%
KWM
504
Kingsview Wealth Management
Oregon
$852K +$8.65K +328 +1%
SSWG
505
Seven Springs Wealth Group
Tennessee
$842K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$842K
NL
507
NWAM LLC
Washington
$838K +$70.5K +2,672 +10%
OIS
508
Okabena Investment Services
Minnesota
$833K
CG
509
Cynosure Group
Utah
$827K +$2.37K +90 +0.3%
AWS
510
Atria Wealth Solutions
New York
$823K -$68.2K -2,586 -8%
FNBT
511
FineMark National Bank & Trust
Florida
$822K -$36.3K -1,377 -4%
BL
512
BCWM LLC
Kansas
$820K +$82.4K +3,124 +12%
WPA
513
West Paces Advisors
Georgia
$818K +$385K +14,597 +100%
Bank of New York Mellon
514
Bank of New York Mellon
New York
$817K +$528 +20 +0.1%
AWE
515
Avidian Wealth Enterprises
Texas
$814K -$1.79M -67,780 -70%
NB
516
NBT Bank
New York
$806K -$1.58K -60 -0.2%
CPL
517
CAP Partners LLC
Tennessee
$803K -$13.2K -501 -2%
SEM
518
Strategic Equity Management
Arizona
$801K -$487K -18,455 -39%
NWMG
519
National Wealth Management Group
Ohio
$788K -$16.1K -611 -2%
S
520
Sachetta
Massachusetts
$787K +$79 +3 +0%
BWA
521
BlueChip Wealth Advisors
Georgia
$786K -$5.38K -204 -0.7%
MCA
522
Midwest Capital Advisors
Michigan
$777K -$129K -4,875 -15%
DAS
523
Diversify Advisory Services
Utah
$775K +$96.1K +3,643 +16%
RPGK
524
Retirement Planning Group (Kansas)
Kansas
$765K -$24.3K -923 -3%
PFS
525
Prospera Financial Services
Texas
$759K +$227K +8,600 +47%