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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$445K +$25.9K +752 +7%
FWM
702
Fingerlakes Wealth Management
New York
$445K +$964 +28 +0.2%
KFS
703
Kaizen Financial Strategies
California
$442K +$21.9K +636 +6%
BW
704
Balance Wealth
Ohio
$439K -$38.9K -1,130 -9%
SAW
705
Signal Advisors Wealth
Michigan
$438K -$13.5K -393 -3%
ACM
706
Armbruster Capital Management
New York
$437K – – –
CAL
707
Capital Advisors Ltd
Ohio
$433K – – –
PWMG
708
Prestige Wealth Management Group
New Jersey
$433K – – –
OPWM
709
Oakwell Private Wealth Management
Texas
$430K – – –
RWA
710
Redhawk Wealth Advisors
Minnesota
$421K -$343K -9,980 -47%
CSA
711
Cottage Street Advisors
Massachusetts
$420K +$393K +11,405 New
CWA
712
Clarity Wealth Advisors
California
$418K – – –
EWM
713
Elmwood Wealth Management
California
$413K -$2.03K -59 -0.5%
CFG
714
Chapman Financial Group
Hawaii
$413K -$26.6K -774 -6%
AFA
715
American Financial Advisors
Georgia
$410K -$8.6K -250 -2%
HCMT
716
Highland Capital Management (Tennessee)
Tennessee
$409K – – –
KFSN
717
Keystone Financial Services (Nebraska)
Nebraska
$409K +$482 +14 +0.1%
GM
718
GeoWealth Management
Illinois
$407K -$306K -8,893 -45%
MWP
719
Meriwether Wealth & Planning
Louisiana
$406K +$73.7K +2,140 +24%
FVIM
720
Fort Vancouver Investment Management
Washington
$401K -$9.84K -286 -3%
BWP
721
Balboa Wealth Partners
Arizona
$401K +$105K +3,047 +39%
Northern Trust
722
Northern Trust
Illinois
$400K -$10.6K -308 -3%
IAA
723
Independent Advisor Alliance
North Carolina
$400K -$3.59M -104,234 -91%
XPN
724
XY Planning Network
Montana
$396K +$29.2K +849 +9%
RWM
725
RBA Wealth Management
California
$396K -$48.3K -1,404 -12%