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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Empirical Wealth Management
Washington
$314K -$186K -7,293 -39%
KFS
652
Kaizen Financial Strategies
California
$312K +$918 +36 +0.3%
EWM
653
Elmwood Wealth Management
California
$312K +$293K +11,478 New
CAL
654
Capital Advisors Ltd
Ohio
$311K +$30.6K +1,200 +12%
GA
655
Goldstein Advisors
Wisconsin
$311K -$1.3K -51 -0.4%
STA
656
Summit Trail Advisors
New York
$305K +$287K +11,247 New
KAS
657
KPP Advisory Services
Kentucky
$304K +$286K +11,217 New
ACA
658
Aptus Capital Advisors
Alabama
$304K +$81.4K +3,192 +40%
FWS
659
FinDec Wealth Services
California
$302K -$9.49K -372 -3%
Fisher Asset Management
660
Fisher Asset Management
Washington
$299K +$281K +11,010 New
VCA
661
Verdence Capital Advisors
Maryland
$298K +$2.52K +99 +0.9%
PIM
662
Penobscot Investment Management
Massachusetts
$295K -$19.4K -759 -7%
VV
663
Verity & Verity
South Carolina
$295K +$277K +10,866 New
UW
664
Unique Wealth
Florida
$291K
PI
665
PFG Investments
New York
$291K -$90.9K -3,564 -25%
GM
666
GeoWealth Management
Illinois
$288K +$271K +10,623 New
AFA
667
Arlington Financial Advisors
California
$288K -$1.07M -41,820 -80%
SCA
668
Snowden Capital Advisors
New York
$284K +$266K +10,446 New
CCA
669
Clarity Capital Advisors
Florida
$282K +$842 +33 +0.3%
KPWS
670
Kestra Private Wealth Services
Texas
$280K -$132K -5,181 -33%
SSB
671
Sandy Spring Bank
Maryland
$280K +$383 +15 +0.1%
P
672
&Partners
Tennessee
$279K +$262K +10,257 New
TW
673
TrinityPoint Wealth
Connecticut
$279K +$28.7K +1,125 +12%
CF
674
Centaurus Financial
California
$278K +$22.3K +873 +9%
FC
675
Financial Consulate
Maryland
$276K -$12.5M -491,367 -98%