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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
676
Bank of Montreal
Ontario, Canada
$403K +$52K +1,634 +14%
PMSA
677
Patrick M. Sweeney & Associates
Illinois
$401K +$7.2K +226 +2%
OFS
678
Opus Financial Solutions
Illinois
$400K
FCM
679
Firestone Capital Management
Florida
$400K +$700 +22 +0.2%
SOS
680
Silver Oak Securities
Tennessee
$396K -$5.86M -184,010 -94%
RFA
681
Resurgent Financial Advisors
Georgia
$395K -$76.2K -2,394 -16%
KCAM
682
Kagan Cocozza Asset Management
New Jersey
$394K +$405K +12,732 New
CAG
683
Curtis Advisory Group
California
$392K -$26.5K -832 -6%
TFP
684
Tilia Fiduciary Partners
North Carolina
$392K +$541 +17 +0.1%
CBA
685
Coastal Bridge Advisors
Connecticut
$390K +$45.4K +1,425 +13%
MCM
686
Mitchell Capital Management
Kansas
$389K +$4.52K +142 +1%
MWM
687
MBE Wealth Management
Wisconsin
$384K -$26K -816 -6%
CFO
688
Cambient Family Office
Michigan
$384K
First Manhattan
689
First Manhattan
New York
$384K +$395K +12,409 New
NAS
690
NWF Advisory Services
California
$383K +$37.4K +1,175 +10%
PCM
691
Parsons Capital Management
Rhode Island
$383K -$32 -1 -0%
KFS
692
Kaizen Financial Strategies
California
$382K +$923 +29 +0.3%
NW
693
NewEdge Wealth
Pennsylvania
$382K -$8.12K -255 -2%
KJWM
694
Kiley Juergens Wealth Management
Washington
$381K +$17.8K +559 +5%
SAM
695
SVRN Asset Management
Texas
$380K
SAW
696
Signal Advisors Wealth
Michigan
$380K -$7.9K -248 -2%
EA
697
Enclave Advisors
Texas
$377K
HIM
698
Harbour Investment Management
Washington
$377K
RWM
699
RBA Wealth Management
California
$376K -$55.3K -1,737 -13%
TAP
700
TSG Advice Partners
Ohio
$374K -$446 -14 -0.1%