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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
676
Clarity Capital Advisors
Florida
$289K +$1.99K +75 +0.7%
FWS
677
FinDec Wealth Services
California
$287K +$1.83K +69 +0.7%
OIA
678
Optimum Investment Advisors
Illinois
$284K +$1.44K +54 +0.5%
BMO
679
Beck Mack & Oliver
New York
$282K
AP
680
Appleton Partners
Massachusetts
$279K
WGC
681
Watts Gwilliam & Co
Arizona
$277K +$268K +10,074 New
HF
682
HRT Financial
New York
$277K +$266K +10,002 New
KPWS
683
Kestra Private Wealth Services
Texas
$276K -$9.25K -348 -3%
ACA
684
Ascension Capital Advisors
Texas
$275K
HIP
685
HUB Investment Partners
Texas
$275K +$264K +9,927 New
Empower Advisory Group
686
Empower Advisory Group
Colorado
$274K +$45.5K +1,710 +21%
GWANC
687
Guardian Wealth Advisors (North Carolina)
North Carolina
$274K +$14.3K +537 +6%
TW
688
TrinityPoint Wealth
Connecticut
$273K -$10.6K -399 -4%
AT
689
American Trust
Kentucky
$271K -$71.9K -2,703 -22%
CT
690
Caldwell Trust
Florida
$267K
AR
691
Apeiron RIA
Texas
$266K
AA
692
Ancora Advisors
Ohio
$266K
EAM
693
Everstar Asset Management
North Carolina
$264K +$253K +9,522 New
ONB
694
Old National Bancorp
Indiana
$263K
MWM
695
Mission Wealth Management
California
$262K +$399 +15 +0.2%
Comerica Bank
696
Comerica Bank
Texas
$261K -$4.87K -183 -2%
EWM
697
Empirical Wealth Management
Washington
$260K -$4.31K -162 -2%
FWA
698
FSM Wealth Advisors
Ohio
$258K
CSIC
699
Clifford Swan Investment Counsel
California
$258K +$479 +18 +0.2%
TWM
700
Thrive Wealth Management
Pennsylvania
$258K -$1.44K -54 -0.6%