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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
526
Well Done LLC
Michigan
$420K
DFG
527
Delta Financial Group
New Jersey
$419K +$440K +18,564 New
HTC
528
Haverford Trust Company
Pennsylvania
$418K
PNC Financial Services Group
529
PNC Financial Services Group
Pennsylvania
$416K +$32.7K +1,380 +8%
MWM
530
MBE Wealth Management
Wisconsin
$413K +$1.07K +45 +0.2%
IAA
531
Independent Advisor Alliance
North Carolina
$407K -$66.2K -2,796 -13%
GAM
532
Garrison Asset Management
Arkansas
$404K +$50.7K +2,142 +14%
PI
533
Pachira Investments
California
$399K +$1.64K +69 +0.4%
FCI
534
Financial Counselors Inc
Kansas
$398K -$21.3K -900 -5%
FPCG
535
Fort Pitt Capital Group
Pennsylvania
$397K +$23.2K +981 +6%
CWM
536
Castle Wealth Management
Florida
$392K -$9.95K -420 -2%
AWE
537
Avidian Wealth Enterprises
Texas
$390K -$74.2K -3,132 -15%
CIS
538
Continental Investors Services
Washington
$390K -$408K -17,235 -50%
MCA
539
Millennium Capital Advisors
Arkansas
$389K -$27.4K -1,158 -6%
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K -$108K -4,554 -21%
HT
541
Heritage Trust
Oklahoma
$386K
DBRC
542
D.B. Root & Company
Pennsylvania
$385K +$355 +15 +0.1%
AF
543
Advisornet Financial
Minnesota
$380K +$36.7K +1,548 +10%
FPCP
544
Fort Point Capital Partners
California
$373K +$392K +16,545 New
CIC
545
Carnegie Investment Counsel
Ohio
$370K +$71 +3 +0%
ACA
546
Aspire Capital Advisors
Washington
$367K +$41.5K +1,752 +12%
TWM
547
Triton Wealth Management
Arizona
$366K -$68.4K -2,886 -15%
BF
548
Blankinship & Foster
California
$365K +$1.07K +45 +0.3%
WC
549
Waterloo Capital
Texas
$363K -$57.3K -2,418 -13%
TFP
550
Tilia Fiduciary Partners
North Carolina
$355K +$498 +21 +0.1%