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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NW
651
NewEdge Wealth
Pennsylvania
$411K +$382K +14,481 New
AWG
652
Altus Wealth Group
Colorado
$411K -$6.59K -250 -2%
FC
653
FCA Corp
Texas
$408K -$50.1K -1,899 -12%
MIA
654
MeadowBrook Investment Advisors
Michigan
$406K +$16.8K +635 +5%
HC
655
Hamilton Capital
Ohio
$399K -$10.5K -397 -3%
Bank of Montreal
656
Bank of Montreal
Ontario, Canada
$398K +$23K +872 +7%
FVIM
657
Fort Vancouver Investment Management
Washington
$398K +$374K +14,193 New
ACA
658
Aspire Capital Advisors
Washington
$392K
SAM
659
Smartleaf Asset Management
Massachusetts
$389K -$142K -5,383 -28%
M&T Bank
660
M&T Bank
New York
$388K -$38.1K -1,443 -9%
AP
661
Appleton Partners
Massachusetts
$387K +$101K +3,843 +39%
EA
662
Enclave Advisors
Texas
$384K -$3.88K -147 -1%
RWM
663
Raffa Wealth Management
District of Columbia
$383K +$180K +6,828 +100%
AIM
664
Advyzon Investment Management
Illinois
$381K +$358K +13,581 New
GWANC
665
Guardian Wealth Advisors (North Carolina)
North Carolina
$380K +$554 +21 +0.2%
RWM
666
RBA Wealth Management
California
$379K +$9.29K +352 +3%
GCA
667
Genesee Capital Advisors
New York
$379K +$1.29K +49 +0.4%
MWM
668
MBE Wealth Management
Wisconsin
$371K -$48.4K -1,836 -12%
PWM
669
Paulson Wealth Management
Illinois
$371K -$41K -1,555 -11%
FCM
670
Firestone Capital Management
Florida
$370K +$818 +31 +0.2%
FRA
671
Frank Rimerman Advisors
California
$368K
FWP
672
Falcon Wealth Planning
California
$367K +$976 +37 +0.3%
MCM
673
Mitchell Capital Management
Kansas
$365K -$58.3K -2,209 -15%
GA
674
Goldstein Advisors
Wisconsin
$365K +$6.25K +237 +2%
HCA
675
Harbour Capital Advisors
Virginia
$364K