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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$355K
EL
627
EWA LLC
Pennsylvania
$355K -$72.2K -2,832 -18%
HCA
628
Harbour Capital Advisors
Virginia
$355K
LAIC
629
Lederer & Associates Investment Counsel
California
$346K -$230 -9 -0.1%
AWE
630
Avidian Wealth Enterprises
Texas
$345K -$9.03K -354 -3%
DAS
631
Diversify Advisory Services
Utah
$340K +$322K +12,609 New
AF
632
Advisornet Financial
Minnesota
$339K -$11.2K -438 -3%
FCM
633
Firestone Capital Management
Florida
$336K +$612 +24 +0.2%
SWM
634
Stockman Wealth Management
Montana
$336K
CIAS
635
Capital Investment Advisory Services
North Carolina
$330K
PB
636
Pinnacle Bancorp
Nebraska
$330K
HIM
637
Harbour Investment Management
Washington
$329K
BW
638
BIP Wealth
Georgia
$329K +$153 +6 +0%
KWS
639
Keystone Wealth Services
California
$329K +$77 +3 +0%
OSAM
640
O'Shaughnessy Asset Management
Connecticut
$327K +$19.1K +750 +7%
TC
641
Tenret Company
Florida
$326K
BB
642
Busey Bank
Illinois
$324K -$12.3K -483 -4%
AFG
643
Albion Financial Group
Utah
$319K -$5.51K -216 -2%
ACM
644
Armbruster Capital Management
New York
$319K -$1.91K -75 -0.6%
TWP
645
Total Wealth Planning
Ohio
$319K -$3.83K -150 -1%
RBCM
646
Raub Brock Capital Management
California
$317K +$842 +33 +0.3%
RA
647
RFG Advisory
Alabama
$315K +$16.5K +648 +6%
AP
648
Appleton Partners
Massachusetts
$315K -$47.8K -1,875 -14%
HNB
649
Huntington National Bank
Ohio
$315K
Bank of New York Mellon
650
Bank of New York Mellon
New York
$315K +$12.9K +504 +5%