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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Gray Wealth Management
Maine
$225K +$10.2K +390 +5%
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$225K
SC
703
Scotia Capital
Ontario, Canada
$225K +$17.3K +660 +8%
AFTS
704
American Financial & Tax Strategies
New York
$224K
PMSA
705
Patrick M. Sweeney & Associates
Illinois
$224K +$25.1K +960 +12%
HIC
706
Hartline Investment Corp
Illinois
$219K -$1.03M -39,510 -82%
HI
707
Human Investing
Oregon
$219K -$8.79K -336 -4%
LCM
708
Liberty Capital Management
Michigan
$218K
Bank of Montreal
709
Bank of Montreal
Ontario, Canada
$217K -$9.26K -354 -4%
BA
710
Ballast Advisors
Minnesota
$214K -$5.49K -210 -2%
WCFA
711
Walkner Condon Financial Advisors
Wisconsin
$214K -$1.96K -75 -0.9%
Empower Advisory Group
712
Empower Advisory Group
Colorado
$213K -$20.6K -789 -9%
KFA
713
Kelleher Financial Advisors
New York
$212K
FA
714
FSA Advisors
Michigan
$212K +$2.43K +93 +1%
HGWM
715
Horst & Graben Wealth Management
Oregon
$212K +$213K +8,157 New
NCM
716
Next Capital Management
New York
$210K
BMD
717
Better Money Decisions
New Mexico
$208K +$235 +9 +0.1%
HIA
718
Harbor Investment Advisory
Maryland
$208K -$4.71K -180 -2%
VBFP
719
Valtinson Bruner Financial Planning
Minnesota
$207K
RF
720
Robbins Farley
New Hampshire
$206K +$6.2K +237 +3%
FM
721
Family Management
New York
$205K
SI
722
Stephens Inc
Arkansas
$204K
ODIJL
723
One Day In July LLC
Vermont
$204K
AW
724
Avion Wealth
Texas
$204K +$21.6K +825 +12%
SFC
725
SYM Financial Corp
Indiana
$203K -$168K -6,435 -45%