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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
576
PFG Investments
New York
$324K +$309K +13,701 New
FWS
577
FinDec Wealth Services
California
$323K -$171K -7,593 -36%
MIP
578
Marietta Investment Partners
Wisconsin
$323K +$1.08K +48 +0.4%
PFPT
579
Pinnacle Financial Partners (Tennessee)
Tennessee
$321K +$947 +42 +0.3%
CG
580
Caprock Group
Idaho
$321K -$264K -11,724 -46%
BA
581
Ballast Advisors
Minnesota
$319K -$31.6K -1,404 -9%
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$319K +$48.5K +2,154 +19%
GWAM
583
Guardian Wealth Advisors (Minnesota)
Minnesota
$316K +$2.3K +102 +0.8%
FFA
584
Fortune Financial Advisors
Kansas
$316K +$301K +13,341 New
FRA
585
Frank Rimerman Advisors
California
$311K
PFA
586
Pinnacle Family Advisors
Missouri
$311K -$21.9K -972 -7%
ZIM
587
Zacks Investment Management
Illinois
$311K +$3.11K +138 +1%
PWMG
588
Prestige Wealth Management Group
New Jersey
$310K
CFO
589
CVA Family Office
Colorado
$309K +$270 +12 +0.1%
TWP
590
Total Wealth Planning
Ohio
$306K +$406 +18 +0.1%
IF
591
Intrua Financial
Texas
$305K -$10.1K -450 -3%
RWM
592
RBA Wealth Management
California
$300K -$21.6K -957 -7%
AFG
593
Albion Financial Group
Utah
$297K -$6.96K -309 -2%
KWS
594
Keystone Wealth Services
California
$295K +$135 +6 +0%
EWM
595
Elmwood Wealth Management
California
$295K +$68 +3 +0%
BB
596
Busey Bank
Illinois
$294K
HL
597
HeadInvest LLC
Maine
$293K
LFG
598
Leverty Financial Group
Wisconsin
$292K -$26.8K -1,188 -9%
PIM
599
Penobscot Investment Management
Massachusetts
$292K -$10.1K -447 -3%
Vanguard Personalized Indexing Management
600
Vanguard Personalized Indexing Management
California
$291K