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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
626
Perissos Private Wealth Management
Oklahoma
$631K +$7.26K +211 +1%
CA
627
CWC Advisors
Oregon
$629K +$7.47K +217 +1%
CA
628
Continuum Advisory
Idaho
$628K +$2.62K +76 +0.4%
FCU
629
Financial Concepts Unlimited
Maine
$627K +$1.93K +56 +0.3%
MCM
630
Mendel Capital Management
Arkansas
$622K -$22.6K -658 -4%
PI
631
PFG Investments
New York
$622K +$69 +2 +0%
MWA
632
Motive Wealth Advisors
Michigan
$621K
MS
633
Madden Securities
Texas
$621K
PCM
634
Park Capital Management
Wisconsin
$619K -$44.6K -1,297 -7%
IPWA
635
International Private Wealth Advisors
California
$614K
FRA
636
Front Row Advisors
California
$611K +$9.81K +285 +2%
CWM
637
Castle Wealth Management
Florida
$608K
CIA
638
Concurrent Investment Advisors
Florida
$601K +$63.1K +1,833 +13%
RZH
639
Relyea Zuckerberg Hanson
Connecticut
$600K
LWM
640
Lodestone Wealth Management
Washington
$590K +$295K +8,563 +115%
GWM
641
GDS Wealth Management
Texas
$590K
PB
642
Pinnacle Bancorp
Nebraska
$589K -$4.89K -142 -0.9%
KAS
643
KPP Advisory Services
Kentucky
$583K -$129K -3,755 -19%
EP
644
Essential Partners
California
$578K +$1.21K +35 +0.2%
HT
645
Heritage Trust
Oklahoma
$577K -$50K -1,454 -9%
EFH
646
Eaton Financial Holdings
Florida
$570K +$132K +3,837 +33%
VF
647
Vestment Financial
Minnesota
$565K -$36.5K -1,061 -6%
SFG
648
SNS Financial Group
Minnesota
$563K +$526K +15,280 New
KeyBank National Association
649
KeyBank National Association
Ohio
$563K +$270K +7,845 +106%
KNFPWM
650
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$560K +$523K +15,187 New