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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
701
Forvis Mazars Wealth Advisors
Missouri
$235K +$6.28K +246 +3%
AFTS
702
American Financial & Tax Strategies
New York
$234K -$86.6K -3,396 -28%
TWM
703
Thrive Wealth Management
Pennsylvania
$234K +$383 +15 +0.2%
BA
704
Ballast Advisors
Minnesota
$230K -$536 -21 -0.2%
LCM
705
Liberty Capital Management
Michigan
$228K
WCFA
706
Walkner Condon Financial Advisors
Wisconsin
$226K
GWM
707
Gray Wealth Management
Maine
$225K -$21K -825 -9%
AWM
708
AE Wealth Management
Kansas
$224K -$906K -35,532 -81%
HIA
709
Harbor Investment Advisory
Maryland
$222K +$184K +7,200 +734%
KFA
710
Kelleher Financial Advisors
New York
$222K
FG
711
Foster Group
Iowa
$220K +$206K +8,094 New
NCM
712
Next Capital Management
New York
$219K +$77 +3 +0%
PMSA
713
Patrick M. Sweeney & Associates
Illinois
$219K +$206K +8,061 New
FA
714
FSA Advisors
Michigan
$219K -$21.3K -834 -9%
FMN
715
Financial Management Network
California
$218K +$689 +27 +0.3%
BMD
716
Better Money Decisions
New Mexico
$218K +$205K +8,019 New
ECM
717
Evergreen Capital Management
Washington
$218K +$204K +8,016 New
SC
718
Scotia Capital
Ontario, Canada
$217K +$204K +8,001 New
VBFP
719
Valtinson Bruner Financial Planning
Minnesota
$216K
SCP
720
Stevens Capital Partners
Nebraska
$216K -$50.7K -1,989 -20%
PA
721
Procyon Advisors
Connecticut
$216K -$2.28M -89,340 -92%
KeyBank National Association
722
KeyBank National Association
Ohio
$214K +$202K +7,902 New
FM
723
Family Management
New York
$214K
SI
724
Stephens Inc
Arkansas
$214K +$201K +7,878 New
ODIJL
725
One Day In July LLC
Vermont
$214K +$201K +7,875 New