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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
526
Relyea Zuckerberg Hanson
Connecticut
$654K -$181K -7,107 -23%
AWM
527
Arista Wealth Management
Nevada
$653K +$613K +24,042 New
NB
528
NBT Bank
New York
$649K +$259K +10,155 +74%
SF
529
Synovus Financial
Georgia
$639K -$18.5K -726 -3%
SAI
530
Savvy Advisors Inc
New York
$636K -$179K -7,011 -23%
SWM
531
Selective Wealth Management
Virginia
$635K -$14.2K -558 -2%
PTC
532
Private Trust Company
Ohio
$632K -$32.8K -1,287 -5%
Brown Advisory
533
Brown Advisory
Maryland
$631K
EWM
534
Evermay Wealth Management
Virginia
$628K -$306 -12 -0.1%
SIA
535
Sage Investment Advisers
New York
$627K -$8.8K -345 -1%
CFO
536
CVA Family Office
Colorado
$619K +$30.1K +1,179 +5%
WIA
537
World Investment Advisors
California
$619K +$582K +22,809 New
AIM
538
Aspen Investment Management
Michigan
$619K +$842 +33 +0.1%
MWM
539
Mission Wealth Management
California
$618K +$581K +22,764 New
RA
540
Ruggaard & Associates
Ohio
$613K -$14K -549 -2%
RFA
541
Resurgent Financial Advisors
Georgia
$611K +$287K +11,268 +100%
LF
542
LifePlan Financial
Minnesota
$611K -$16.8K -657 -3%
PPWM
543
Perissos Private Wealth Management
Oklahoma
$608K +$571K +22,389 New
BL
544
BCWM LLC
Kansas
$599K -$26.2K -1,029 -4%
WPC
545
Wedmont Private Capital
Pennsylvania
$598K +$24.9K +975 +5%
VC
546
Vicus Capital
Pennsylvania
$591K +$995 +39 +0.2%
FNBT
547
FineMark National Bank & Trust
Florida
$586K -$104K -4,080 -16%
IAA
548
Independent Advisor Alliance
North Carolina
$584K +$112K +4,383 +26%
CIBC Private Wealth Group
549
CIBC Private Wealth Group
Georgia
$576K +$4.82K +189 +0.9%
PRS
550
Pinkerton Retirement Specialists
Idaho
$573K +$459 +18 +0.1%