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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
601
Triton Wealth Management
Arizona
$424K -$9.41K -354 -2%
P
602
&Partners
Tennessee
$423K +$79.4K +2,985 +24%
M&T Bank
603
M&T Bank
New York
$423K
LFAS
604
Level Four Advisory Services
Texas
$421K +$816K +30,702 +203%
CCB
605
Country Club Bank
Missouri
$416K
BAM
606
Bosun Asset Management
Illinois
$415K
AIM
607
Acropolis Investment Management
Missouri
$415K
HWP
608
Heritage Wealth Partners
Ohio
$413K +$2.79K +105 +0.7%
ACA
609
Aspire Capital Advisors
Washington
$411K -$30.8K -1,158 -7%
TFP
610
Tilia Fiduciary Partners
North Carolina
$411K -$8.3K -312 -2%
WPA
611
West Paces Advisors
Georgia
$407K
RPA
612
Rock Point Advisors
Vermont
$405K +$1.2K +45 +0.3%
PL
613
Plancorp LLC
Missouri
$403K +$319 +12 +0.1%
HC
614
Hamilton Capital
Ohio
$402K +$777K +29,220 +200%
MIA
615
MeadowBrook Investment Advisors
Michigan
$401K -$399 -15 -0.1%
RFA
616
Resurgent Financial Advisors
Georgia
$401K +$13.8K +519 +4%
CIS
617
Continental Investors Services
Washington
$401K -$73.4K -2,760 -16%
PI
618
PFG Investments
New York
$396K +$6.78K +255 +2%
OPA
619
Old Port Advisors
Maine
$393K -$19K -714 -5%
PFPT
620
Pinnacle Financial Partners (Tennessee)
Tennessee
$381K +$1.92K +72 +0.5%
RWM
621
RBA Wealth Management
California
$380K +$2.87K +108 +0.8%
FTDI
622
First Trust Direct Indexing
Massachusetts
$375K +$360K +13,548 New
NC
623
NewSquare Capital
Pennsylvania
$375K +$360K +13,533 +150,367%
FWM
624
Fingerlakes Wealth Management
New York
$372K +$638 +24 +0.2%
BCI
625
Brinker Capital Investments
Pennsylvania
$367K -$422K -15,885 -55%