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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
601
Whelan Financial
California
$447K -$246K -8,821 -34%
PCM
602
Parsons Capital Management
Rhode Island
$447K -$40.8K -1,465 -8%
MWA
603
Motive Wealth Advisors
Michigan
$445K -$516K -18,516 -52%
JIR
604
James Investment Research
Ohio
$445K +$81.2K +2,917 +21%
RFA
605
Resurgent Financial Advisors
Georgia
$443K +$70.8K +2,544 +18%
PPWM
606
Perissos Private Wealth Management
Oklahoma
$441K +$362 +13 +0.1%
CWM
607
Castle Wealth Management
Florida
$438K -$975 -35 -0.2%
IPWA
608
International Private Wealth Advisors
California
$437K
FC
609
FCA Corp
Texas
$431K -$10.9K -391 -2%
IAA
610
Independent Advisor Alliance
North Carolina
$425K -$2.54M -91,365 -85%
PTC
611
Private Trust Company
Ohio
$417K -$13K -466 -3%
MCP
612
Mirador Capital Partners
California
$417K +$4.65K +167 +1%
PCM
613
Park Capital Management
Wisconsin
$404K -$32.7K -1,174 -7%
PI
614
PFG Investments
New York
$404K +$2.9K +104 +0.7%
CAG
615
Curtis Advisory Group
California
$403K +$251 +9 +0.1%
TFP
616
Tilia Fiduciary Partners
North Carolina
$400K +$9.66K +347 +2%
M&T Bank
617
M&T Bank
New York
$400K
BW
618
BIP Wealth
Georgia
$399K +$5.18K +186 +1%
MCA
619
Millennium Capital Advisors
Arkansas
$398K -$22.1K -794 -5%
MWM
620
MBE Wealth Management
Wisconsin
$395K -$5.6K -201 -1%
HWP
621
Heritage Wealth Partners
Ohio
$393K +$1.25K +45 +0.3%
BAM
622
Bosun Asset Management
Illinois
$393K
AIM
623
Acropolis Investment Management
Missouri
$393K
CCB
624
Country Club Bank
Missouri
$393K
LCM
625
Liberty Capital Management
Michigan
$390K +$174K +6,231 +72%