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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
651
Frank Rimerman Advisors
California
$389K
AWG
652
Altus Wealth Group
Colorado
$389K -$44.2K -1,520 -10%
FWP
653
Falcon Wealth Planning
California
$389K +$1.22K +42 +0.3%
TFP
654
Tilia Fiduciary Partners
North Carolina
$388K -$61.6K -2,116 -14%
GA
655
Goldstein Advisors
Wisconsin
$387K +$1.22K +42 +0.3%
MCM
656
Mitchell Capital Management
Kansas
$381K +$5.3K +182 +1%
NAS
657
NWF Advisory Services
California
$381K +$87 +3 +0%
LKIM
658
Lawson Kroeker Investment Management
Nebraska
$374K +$1.54K +53 +0.4%
BI
659
Berkeley Inc
Idaho
$373K -$3.9K -134 -1%
SC
660
Scotia Capital
Ontario, Canada
$370K +$131K +4,490 +56%
Citadel Advisors
661
Citadel Advisors
Florida
$369K -$1.19M -40,989 -77%
EFH
662
Eaton Financial Holdings
Florida
$368K +$362K +12,423 New
GWAM
663
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K +$8.85K +304 +3%
CA
664
Calton & Associates
Florida
$362K +$62.3K +2,140 +21%
HIM
665
Harbour Investment Management
Washington
$361K
TIP
666
Tandem Investment Partners
New Jersey
$360K +$1.46K +50 +0.4%
SWM
667
Selective Wealth Management
Virginia
$360K +$902 +31 +0.3%
PMSA
668
Patrick M. Sweeney & Associates
Illinois
$356K +$17.5K +601 +5%
CCB
669
Country Club Bank
Missouri
$355K
BB
670
Busey Bank
Illinois
$355K
RBCM
671
Raub Brock Capital Management
California
$353K +$1.46K +50 +0.4%
ACM
672
Armbruster Capital Management
New York
$351K -$2.18K -75 -0.6%
KFSN
673
Keystone Financial Services (Nebraska)
Nebraska
$350K +$699 +24 +0.2%
FWM
674
Fingerlakes Wealth Management
New York
$350K -$2.01K -69 -0.6%
PWM
675
Paulson Wealth Management
Illinois
$349K -$42.1K -1,445 -11%