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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
526
F.L. Putnam Investment Management
Massachusetts
$758K -$67.5K -2,560 -9%
Lido Advisors
527
Lido Advisors
California
$756K -$2.6M -98,488 -79%
OBWG
528
Onyx Bridge Wealth Group
New York
$753K +$2.48K +94 +0.4%
RMF
529
Red Mountain Financial
Colorado
$752K -$3.56K -135 -0.5%
AA
530
Alesco Advisors
New York
$751K +$63.6K +2,411 +10%
GFA
531
Gallagher Fiduciary Advisors
Illinois
$747K -$29.9K -1,134 -4%
YIA
532
YHB Investment Advisors
Connecticut
$742K -$1.27K -48 -0.2%
AAG
533
Armstrong Advisory Group
Massachusetts
$742K
TAM
534
Townsend Asset Management
North Carolina
$737K +$185 +7 +0%
WPW
535
Watershed Private Wealth
Illinois
$735K
AAS
536
Ameritas Advisory Services
Nebraska
$726K -$1.93M -72,999 -74%
SCP
537
Stevens Capital Partners
Nebraska
$723K +$326K +12,360 +95%
Millennium Management
538
Millennium Management
New York
$723K +$196K +7,424 +40%
PAM
539
Pegasus Asset Management
New York
$722K -$3.56K -135 -0.5%
SWP
540
SIMA Wealth Partners
Virginia
$721K -$332K -12,575 -33%
EFM
541
Eley Financial Management
Vermont
$721K -$24.7K -936 -4%
PA
542
Planning Alternatives
Michigan
$710K -$4.7K -178 -0.7%
JCFM
543
JBR Co Financial Management
Oklahoma
$707K -$6.73K -255 -1%
SAG
544
SageView Advisory Group
California
$703K -$31.1K -1,177 -5%
HA
545
Harfst & Associates
Wyoming
$701K -$1.5K -57 -0.2%
FIA
546
Foundations Investment Advisors
Arizona
$701K +$98K +3,714 +17%
EWM
547
Evermay Wealth Management
Virginia
$699K +$41.7K +1,582 +7%
JF
548
Joule Financial
Kentucky
$698K +$3.17K +120 +0.5%
HNB
549
Huntington National Bank
Ohio
$694K
BAM
550
Belpointe Asset Management
Nevada
$693K +$651K +24,690 New