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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Praetorian Wealth Management
California
$379K +$346K +15,096 New
WF
602
Williams Financial
Vermont
$377K -$756 -33 -0.2%
BAM
603
Bosun Asset Management
Illinois
$377K – – –
AIM
604
Acropolis Investment Management
Missouri
$377K -$69 -3 -0%
SPC
605
Sigma Planning Corp
Michigan
$376K -$679K -29,619 -66%
RPA
606
Rock Point Advisors
Vermont
$374K +$2.06K +90 +0.6%
WPA
607
West Paces Advisors
Georgia
$369K +$247K +10,800 +277%
PL
608
Plancorp LLC
Missouri
$365K +$206 +9 +0.1%
GG
609
Greenwood Gearhart
Arkansas
$363K -$8.87K -387 -3%
PAM
610
Peak Asset Management
Colorado
$360K – – –
PI
611
PFG Investments
New York
$359K +$38.6K +1,683 +13%
PAMG
612
Patton Albertson Miller Group
Tennessee
$356K +$137 +6 +0%
WPW
613
Watershed Private Wealth
Illinois
$350K -$296K -12,939 -48%
MIP
614
Marietta Investment Partners
Wisconsin
$348K +$20.1K +876 +7%
NB
615
NBT Bank
New York
$346K +$315K +13,764 New
GWAM
616
Guardian Wealth Advisors (Minnesota)
Minnesota
$345K +$17.6K +768 +6%
GJIA
617
Glass Jacobson Investment Advisors
Maryland
$344K +$14.2K +618 +5%
PFPT
618
Pinnacle Financial Partners (Tennessee)
Tennessee
$343K +$1.1K +48 +0.4%
MIA
619
MeadowBrook Investment Advisors
Michigan
$343K +$313K +13,644 New
PFS
620
Prospera Financial Services
Texas
$342K -$4.33K -189 -1%
MCP
621
Mirador Capital Partners
California
$342K +$312K +13,614 New
Empower Advisory Group
622
Empower Advisory Group
Colorado
$339K -$13.7K -600 -4%
SW
623
Simplicity Wealth
New Jersey
$339K +$309K +13,485 New
AP
624
Appleton Partners
Massachusetts
$338K +$1.1K +48 +0.4%
FWM
625
Fingerlakes Wealth Management
New York
$338K -$14K -612 -4%