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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
576
Continental Investors Services
Washington
$450K
CAG
577
Curtis Advisory Group
California
$448K +$157 +6 +0%
MWM
578
MBE Wealth Management
Wisconsin
$447K -$18.4K -702 -4%
NRW
579
Nova R Wealth
Kansas
$446K -$476K -18,198 -51%
HT
580
Heritage Trust
Oklahoma
$444K
CG
581
Caprock Group
Idaho
$444K
CWM
582
Castle Wealth Management
Florida
$443K -$9.42K -360 -2%
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$439K -$17.2K -657 -4%
PPWM
584
Perissos Private Wealth Management
Oklahoma
$437K -$145K -5,559 -25%
MCM
585
Mitchell Capital Management
Kansas
$434K -$41.1K -1,572 -9%
IPWA
586
International Private Wealth Advisors
California
$432K
MCA
587
Millennium Capital Advisors
Arkansas
$430K -$4.71K -180 -1%
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$425K +$113K +4,317 +36%
TWM
589
Triton Wealth Management
Arizona
$424K -$25.1K -960 -6%
ACA
590
Aspire Capital Advisors
Washington
$415K
PWG
591
Portside Wealth Group
Utah
$410K +$414K +15,807 New
MCM
592
Mendel Capital Management
Arkansas
$409K +$15.9K +606 +4%
WF
593
Williams Financial
Vermont
$405K +$14.8K +564 +4%
M&T Bank
594
M&T Bank
New York
$396K
LFAS
595
Level Four Advisory Services
Texas
$393K -$347K -13,251 -47%
TFP
596
Tilia Fiduciary Partners
North Carolina
$393K -$7.85K -300 -2%
KAS
597
KPP Advisory Services
Kentucky
$391K +$101K +3,867 +34%
BAM
598
Bosun Asset Management
Illinois
$389K
AIM
599
Acropolis Investment Management
Missouri
$389K
CCB
600
Country Club Bank
Missouri
$388K