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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
701
Founders Financial Securities
Maryland
$228K +$230K +8,781 New
GWM
702
Gray Wealth Management
Maine
$225K +$10.2K +390 +5%
FMWA
703
Forvis Mazars Wealth Advisors
Missouri
$225K – – –
SC
704
Scotia Capital
Ontario, Canada
$225K +$17.3K +660 +8%
AFTS
705
American Financial & Tax Strategies
New York
$224K – – –
PMSA
706
Patrick M. Sweeney & Associates
Illinois
$224K +$25.1K +960 +12%
HIC
707
Hartline Investment Corp
Illinois
$219K -$1.03M -39,510 -82%
HI
708
Human Investing
Oregon
$219K -$8.79K -336 -4%
LCM
709
Liberty Capital Management
Michigan
$218K – – –
Bank of Montreal
710
Bank of Montreal
Ontario, Canada
$217K -$9.26K -354 -4%
BA
711
Ballast Advisors
Minnesota
$214K -$5.49K -210 -2%
WCFA
712
Walkner Condon Financial Advisors
Wisconsin
$214K -$1.96K -75 -0.9%
Empower Advisory Group
713
Empower Advisory Group
Colorado
$213K -$20.6K -789 -9%
KFA
714
Kelleher Financial Advisors
New York
$212K – – –
FA
715
FSA Advisors
Michigan
$212K +$2.43K +93 +1%
HGWM
716
Horst & Graben Wealth Management
Oregon
$212K +$213K +8,157 New
NCM
717
Next Capital Management
New York
$210K – – –
BMD
718
Better Money Decisions
New Mexico
$208K +$235 +9 +0.1%
HIA
719
Harbor Investment Advisory
Maryland
$208K -$4.71K -180 -2%
VBFP
720
Valtinson Bruner Financial Planning
Minnesota
$207K – – –
RF
721
Robbins Farley
New Hampshire
$206K +$6.2K +237 +3%
FM
722
Family Management
New York
$205K – – –
SI
723
Stephens Inc
Arkansas
$204K – – –
ODIJL
724
One Day In July LLC
Vermont
$204K – – –
AW
725
Avion Wealth
Texas
$204K +$21.6K +825 +12%