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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
701
Balance Wealth
Ohio
$439K -$38.9K -1,130 -9%
SAW
702
Signal Advisors Wealth
Michigan
$438K -$13.5K -393 -3%
ACM
703
Armbruster Capital Management
New York
$437K
CAL
704
Capital Advisors Ltd
Ohio
$433K
PWMG
705
Prestige Wealth Management Group
New Jersey
$433K
OPWM
706
Oakwell Private Wealth Management
Texas
$430K
RWA
707
Redhawk Wealth Advisors
Minnesota
$421K -$343K -9,980 -47%
CSA
708
Cottage Street Advisors
Massachusetts
$420K +$393K +11,405 New
CWA
709
Clarity Wealth Advisors
California
$418K
EWM
710
Elmwood Wealth Management
California
$413K -$2.03K -59 -0.5%
CFG
711
Chapman Financial Group
Hawaii
$413K -$26.6K -774 -6%
AFA
712
American Financial Advisors
Georgia
$410K -$8.6K -250 -2%
HCMT
713
Highland Capital Management (Tennessee)
Tennessee
$409K
KFSN
714
Keystone Financial Services (Nebraska)
Nebraska
$409K +$482 +14 +0.1%
GM
715
GeoWealth Management
Illinois
$407K -$306K -8,893 -45%
MWP
716
Meriwether Wealth & Planning
Louisiana
$406K +$73.7K +2,140 +24%
FVIM
717
Fort Vancouver Investment Management
Washington
$401K -$9.84K -286 -3%
BWP
718
Balboa Wealth Partners
Arizona
$401K +$105K +3,047 +39%
Northern Trust
719
Northern Trust
Illinois
$400K -$10.6K -308 -3%
IAA
720
Independent Advisor Alliance
North Carolina
$400K -$3.59M -104,234 -91%
XPN
721
XY Planning Network
Montana
$396K +$29.2K +849 +9%
RWM
722
RBA Wealth Management
California
$396K -$48.3K -1,404 -12%
AIM
723
Acropolis Investment Management
Missouri
$394K -$112K -3,249 -23%
BI
724
Berkeley Inc
Idaho
$392K +$34 +1 +0%
AWG
725
Altus Wealth Group
Colorado
$390K +$103 +3 +0%