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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pinnacle Family Advisors
Missouri
$352K +$40.6K +1,854 +13%
SWM
552
Spire Wealth Management
Virginia
$352K +$1.12K +51 +0.3%
PWMG
553
Prestige Wealth Management Group
New Jersey
$352K -$13.2K -600 -4%
CCM
554
Crew Capital Management
Ohio
$345K -$15.6K -711 -4%
BFG
555
Bouchey Financial Group
New York
$344K
BA
556
Ballast Advisors
Minnesota
$344K -$5.19K -237 -1%
CFO
557
CVA Family Office
Colorado
$344K -$2.5K -114 -0.7%
AP
558
Appleton Partners
Massachusetts
$341K +$102K +4,632 +42%
PFS
559
Prospera Financial Services
Texas
$337K -$34.4K -1,569 -9%
TFP
560
Tilia Fiduciary Partners
North Carolina
$336K -$3.09K -141 -0.9%
RPA
561
Rock Point Advisors
Vermont
$333K +$2.7K +123 +0.8%
LFG
562
Leverty Financial Group
Wisconsin
$333K +$333K +15,207 New
BAM
563
Belpointe Asset Management
Nevada
$331K -$1.13M -51,345 -77%
GG
564
Greenwood Gearhart
Arkansas
$328K +$5.72K +261 +2%
AIM
565
Acropolis Investment Management
Missouri
$328K -$91.4K -4,170 -22%
BAM
566
Bosun Asset Management
Illinois
$328K
RWA
567
Redmont Wealth Advisors
Illinois
$328K
SAG
568
SageView Advisory Group
California
$325K +$326K +14,868 New
VWA
569
Visionary Wealth Advisors
Illinois
$324K +$5.92K +270 +2%
CFGSD
570
Compass Financial Group (South Dakota)
South Dakota
$323K +$323K +14,757 New
PL
571
Plancorp LLC
Missouri
$317K -$263 -12 -0.1%
IF
572
Intrua Financial
Texas
$315K -$9.53K -435 -3%
WF
573
Williams Financial
Vermont
$313K +$5K +228 +2%
PNC Financial Services Group
574
PNC Financial Services Group
Pennsylvania
$310K -$9.01K -411 -3%
HNB
575
Huntington National Bank
Ohio
$309K