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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
576
Independent Financial Group
California
$308K -$65.3K -2,448 -18%
GWM
577
Gray Wealth Management
Maine
$307K
MA
578
MONECO Advisors
Connecticut
$303K -$123K -4,611 -27%
JWCA
579
J.W. Cole Advisors
Florida
$301K +$299K +11,226 New
KFS
580
Kaizen Financial Strategies
California
$298K +$1.04K +39 +0.4%
NCM
581
Next Capital Management
New York
$294K +$320 +12 +0.1%
EWM
582
Echo Wealth Management
Minnesota
$292K -$8.32K -312 -3%
RG
583
Retirement Group
California
$291K +$240 +9 +0.1%
GIA
584
GHP Investment Advisors
Colorado
$287K -$8.4K -315 -3%
BlackRock
585
BlackRock
New York
$285K -$17.9K -672 -6%
ACM
586
AlphaStar Capital Management
North Carolina
$275K -$43.6K -1,635 -13%
VFA
587
Valeo Financial Advisors
Indiana
$271K +$270K +10,125 New
SQA
588
Simon Quick Advisors
New Jersey
$270K -$323K -12,105 -55%
BWP
589
BSW Wealth Partners
Colorado
$270K +$240 +9 +0.1%
RBCM
590
Raub Brock Capital Management
California
$269K
SC
591
Scotia Capital
Ontario, Canada
$267K -$8.56K -321 -3%
OCM
592
Osterweis Capital Management
California
$267K
Fifth Third Bancorp
593
Fifth Third Bancorp
Ohio
$266K +$231K +8,670 +683%
AIM
594
Acropolis Investment Management
Missouri
$261K
PG
595
Patten Group
Tennessee
$260K
ODIJL
596
One Day In July LLC
Vermont
$259K
Renaissance Technologies
597
Renaissance Technologies
New York
$257K -$1.93M -72,300 -88%
Bank of Montreal
598
Bank of Montreal
Ontario, Canada
$255K -$375K -14,052 -60%
SCA
599
STALEY CAPITAL ADVISERS
Pennsylvania
$255K
HHRDM
600
H&H Retirement Design & Management
Nevada
$255K +$271K +10,176 New