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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
651
World Investment Advisors
California
$471K -$1.62K -51 -0.3%
PTC
652
Private Trust Company
Ohio
$468K – – –
BAM
653
Bosun Asset Management
Illinois
$464K – – –
AF
654
Amara Financial
California
$464K +$478K +14,999 New
BCA
655
Bay Colony Advisors
Massachusetts
$462K -$4.01K -126 -0.8%
MWM
656
Mission Wealth Management
California
$461K +$923 +29 +0.2%
WF
657
Whelan Financial
California
$453K -$10.9K -341 -2%
PL
658
Plancorp LLC
Missouri
$452K +$159 +5 +0%
CIA
659
Concurrent Investment Advisors
Florida
$448K +$92.6K +2,908 +25%
RWM
660
Ritholtz Wealth Management
New York
$443K +$3.34K +105 +0.7%
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K +$25.7K +808 +6%
SC
662
Scotia Capital
Ontario, Canada
$437K +$55.3K +1,737 +14%
AL
663
Aspiriant LLC
California
$436K – – –
AIM
664
Acropolis Investment Management
Missouri
$432K -$33.6K -1,054 -7%
SWM
665
Spire Wealth Management
Virginia
$431K -$100K -3,146 -18%
BFG
666
Berger Financial Group
Minnesota
$430K -$61.2K -1,923 -12%
DBRC
667
D.B. Root & Company
Pennsylvania
$429K +$114K +3,569 +35%
RWM
668
Raffa Wealth Management
District of Columbia
$427K +$1.08K +34 +0.2%
VA
669
VestGen Advisors
Illinois
$425K +$11.3K +354 +3%
ACA
670
Aspire Capital Advisors
Washington
$423K -$9.55K -300 -2%
WT
671
Washington Trust
Rhode Island
$419K +$430K +13,520 New
MF
672
Meridian Financial
Massachusetts
$414K -$14.7K -461 -3%
FWP
673
Falcon Wealth Planning
California
$411K +$3.82K +120 +0.9%
GA
674
Goldstein Advisors
Wisconsin
$404K – – –
Jane Street
675
Jane Street
New York
$404K +$415K +13,040 New