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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
626
Gainplan
Michigan
$246K -$18.4K -801 -7%
SSB
627
Sandy Spring Bank
Maryland
$238K +$86K +3,735 +55%
TBWA
628
Three Bridge Wealth Advisors
California
$235K +$207 +9 +0.1%
BJL
629
Brighton Jones LLC
Washington
$234K -$466K -20,226 -66%
ACA
630
Ascension Capital Advisors
Texas
$234K
EWP
631
Elevation Wealth Partners
California
$234K +$238K +10,326 New
Bank of Montreal
632
Bank of Montreal
Ontario, Canada
$232K -$21.2K -921 -8%
AA
633
Ancora Advisors
Ohio
$227K +$69 +3 +0%
MCCP
634
Mission Creek Capital Partners
California
$226K
MPW
635
MGO Private Wealth
California
$226K +$230K +9,984 New
MA
636
MONECO Advisors
Connecticut
$226K -$40K -1,737 -15%
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$225K
EWA
638
EP Wealth Advisors
California
$223K +$144K +6,255 +22%
KPWS
639
Kestra Private Wealth Services
Texas
$222K +$226K +9,819 New
BWP
640
BSW Wealth Partners
Colorado
$220K -$7.18K -312 -3%
CT
641
Caldwell Trust
Florida
$218K
LWM
642
Ledge Wealth Management
Minnesota
$212K -$18K -780 -8%
LFAS
643
Level Four Advisory Services
Texas
$212K +$215K +9,354 New
OIA
644
Optimum Investment Advisors
Illinois
$210K +$1.93K +84 +0.9%
TW
645
TrinityPoint Wealth
Connecticut
$210K +$69 +3 +0%
CSIC
646
Clifford Swan Investment Counsel
California
$209K +$138 +6 +0.1%
AC
647
AWM Capital
Arizona
$209K +$213K +9,252 New
AR
648
Apeiron RIA
Texas
$209K
GWM
649
Gray Wealth Management
Maine
$208K -$48.4K -2,100 -19%
FNBOMD
650
First National Bank of Mount Dora
Florida
$206K +$209K +9,090 New