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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
676
Keystone Wealth Services
California
$306K +$111 +4 +0%
GWAM
677
Guardian Wealth Advisors (Minnesota)
Minnesota
$305K +$5.26K +189 +2%
APA
678
Astoria Portfolio Advisors
New York
$304K +$340K +12,191 New
First Trust Advisors
679
First Trust Advisors
Illinois
$303K -$57.1K -2,049 -15%
NC
680
NewSquare Capital
Pennsylvania
$301K -$57.1K -2,049 -15%
EWM
681
Elmwood Wealth Management
California
$301K
KFS
682
Kaizen Financial Strategies
California
$297K +$947 +34 +0.3%
WIA
683
World Investment Advisors
California
$296K -$303K -10,865 -49%
HCMT
684
Highland Capital Management (Tennessee)
Tennessee
$293K +$77.3K +2,775 +33%
CBA
685
Coastal Bridge Advisors
Connecticut
$293K +$311K +11,164 New
BlackRock
686
BlackRock
New York
$292K +$190K +6,811 +158%
DWM
687
David Wealth Management
Virginia
$291K +$6.04K +217 +2%
PWM
688
Praetorian Wealth Management
California
$290K -$2K -72 -0.6%
TWP
689
Total Wealth Planning
Ohio
$288K -$4.68K -168 -2%
CF
690
Centaurus Financial
California
$286K +$5.21K +187 +2%
PIM
691
Penobscot Investment Management
Massachusetts
$285K
PMSA
692
Patrick M. Sweeney & Associates
Illinois
$285K +$28 +1 +0%
AFA
693
American Financial Advisors
Georgia
$284K -$6.24K -224 -2%
XPN
694
XY Planning Network
Montana
$277K +$2.06K +74 +0.7%
VCA
695
Verdence Capital Advisors
Maryland
$277K -$51.2K -1,840 -15%
HL
696
HeadInvest LLC
Maine
$277K
SIS
697
Strategic Investment Solutions
Illinois
$276K -$5.6K -201 -2%
KFSN
698
Keystone Financial Services (Nebraska)
Nebraska
$276K +$293K +10,524 New
OIA
699
Optimum Investment Advisors
Illinois
$275K +$4.21K +151 +1%
ACM
700
Argent Capital Management
Missouri
$271K +$288K +10,325 New