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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
676
First Manhattan
New York
$486K +$26.4K +767 +6%
GA
677
Goldstein Advisors
Wisconsin
$481K
KCAM
678
Kagan Cocozza Asset Management
New Jersey
$474K +$3.99K +116 +0.9%
Bank of Montreal
679
Bank of Montreal
Ontario, Canada
$473K -$6.44K -187 -1%
PCM
680
Parsons Capital Management
Rhode Island
$471K +$13.9K +404 +3%
OFS
681
Opus Financial Solutions
Illinois
$470K -$5.78K -168 -1%
FWP
682
Falcon Wealth Planning
California
$467K -$21.5K -624 -5%
CAG
683
Curtis Advisory Group
California
$467K
WIA
684
World Investment Advisors
California
$466K -$5.88K -171 -1%
MCM
685
Mitchell Capital Management
Kansas
$464K +$138 +4 +0%
CFO
686
Cambient Family Office
Michigan
$458K
FCM
687
Firestone Capital Management
Florida
$457K -$17.4K -507 -4%
TFP
688
Tilia Fiduciary Partners
North Carolina
$456K -$9.36K -272 -2%
NAS
689
NWF Advisory Services
California
$456K +$138 +4 +0%
NW
690
NewEdge Wealth
Pennsylvania
$456K +$964 +28 +0.2%
MF
691
Meridian Financial
Massachusetts
$455K -$35.9K -1,043 -8%
RFA
692
Resurgent Financial Advisors
Georgia
$455K -$14.8K -430 -3%
KJWM
693
Kiley Juergens Wealth Management
Washington
$453K +$138 +4 +0%
SAM
694
SVRN Asset Management
Texas
$453K
CBA
695
Coastal Bridge Advisors
Connecticut
$451K -$12.1K -351 -3%
HIM
696
Harbour Investment Management
Washington
$448K
GWANC
697
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K -$69.8K -2,029 -14%
KPWS
698
Kestra Private Wealth Services
Texas
$445K +$25.9K +752 +7%
FWM
699
Fingerlakes Wealth Management
New York
$445K +$964 +28 +0.2%
KFS
700
Kaizen Financial Strategies
California
$442K +$21.9K +636 +6%