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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
526
Guardian Wealth Advisors (Minnesota)
Minnesota
$309K -$2.56K -99 -0.8%
WWM
527
Western Wealth Management
Colorado
$309K – – –
DY
528
Dowling & Yahnke
California
$309K +$2.71K +105 +0.9%
RCC
529
Red Cedar Capital
Nebraska
$308K – – –
HNB
530
Huntington National Bank
Ohio
$308K +$305K +11,805 New
GLA
531
Great Lakes Advisors
Illinois
$304K +$301K +11,640 New
GWM
532
Gray Wealth Management
Maine
$302K – – –
EWM
533
Echo Wealth Management
Minnesota
$301K -$32.9K -1,272 -10%
PCA
534
Personal Capital Advisors
California
$301K +$34.6K +1,341 +13%
OCM
535
Orser Capital Management
Texas
$300K +$297K +11,490 New
GG
536
Greenwood Gearhart
Arkansas
$296K +$9.61K +372 +3%
BG
537
Benedetti & Gucer
Georgia
$294K -$3.72K -144 -1%
RWRC
538
R.W. Roge & Company
New York
$293K – – –
CP
539
Camelot Portfolios
Ohio
$291K +$53.5K +2,073 +23%
RG
540
Retirement Group
California
$290K -$21.2K -819 -7%
FMWA
541
Forvis Mazars Wealth Advisors
Missouri
$290K +$287K +11,127 New
NCM
542
Next Capital Management
New York
$285K +$232 +9 +0.1%
Deutsche Bank
543
Deutsche Bank
Germany
$278K +$275K +10,650 New
OCM
544
Osterweis Capital Management
California
$276K – – –
EWM
545
Evermay Wealth Management
Virginia
$274K – – –
RBCM
546
Raub Brock Capital Management
California
$270K +$4.88K +189 +2%
BWP
547
BSW Wealth Partners
Colorado
$265K -$10.2K -393 -4%
COF
548
Capital One Financial
Virginia
$264K -$8.6K -333 -3%
PPA
549
Parametric Portfolio Associates
Washington
$260K -$108K -4,182 -30%
AIM
550
Acropolis Investment Management
Missouri
$254K – – –