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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
551
Bouchey Financial Group
New York
$355K
FPAS
552
Focus Partners Advisor Solutions
Missouri
$350K +$19.7K +831 +6%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$349K -$54.1K -2,283 -13%
HWM
554
Heirloom Wealth Management
Colorado
$347K -$229K -9,663 -39%
NAS
555
NWF Advisory Services
California
$344K +$11.9K +504 +3%
CCB
556
Country Club Bank
Missouri
$339K
WF
557
Williams Financial
Vermont
$339K +$3.63K +153 +1%
FIA
558
Foundations Investment Advisors
Arizona
$339K +$356K +15,006 New
AIM
559
Acropolis Investment Management
Missouri
$338K
BAM
560
Bosun Asset Management
Illinois
$338K
GG
561
Greenwood Gearhart
Arkansas
$335K +$12.1K +510 +4%
RPA
562
Rock Point Advisors
Vermont
$334K -$6.4K -270 -2%
RIA
563
Regal Investment Advisors
Michigan
$334K +$115K +4,857 +49%
PFO
564
Pathstone Family Office
New Jersey
$329K -$20.8K -879 -6%
PL
565
Plancorp LLC
Missouri
$328K +$213 +9 +0.1%
MCM
566
Mendel Capital Management
Arkansas
$325K +$66.5K +2,808 +24%
PAM
567
Peak Asset Management
Colorado
$324K -$924 -39 -0.3%
KPWS
568
Kestra Private Wealth Services
Texas
$324K -$36.7K -1,548 -10%
VWA
569
Visionary Wealth Advisors
Illinois
$322K -$1.14K -48 -0.3%
FFA
570
Fortune Financial Advisors
Kansas
$321K +$21K +885 +7%
PAMG
571
Patton Albertson Miller Group
Tennessee
$319K -$21.8K -921 -6%
CFO
572
CVA Family Office
Colorado
$319K +$25.7K +1,086 +8%
HNB
573
Huntington National Bank
Ohio
$319K
Empower Advisory Group
574
Empower Advisory Group
Colorado
$319K -$56K -2,364 -14%
FWM
575
Fingerlakes Wealth Management
New York
$317K -$55.9K -2,358 -14%