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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
701
Advisor OS
Illinois
$270K +$8.55K +307 +3%
KWM
702
KMT Wealth Management
California
$267K +$283K +10,179 New
PAMG
703
Patton Albertson Miller Group
Tennessee
$265K -$30.6K -1,100 -10%
OPA
704
Old Port Advisors
Maine
$265K -$4.85K -174 -2%
HIP
705
HUB Investment Partners
Texas
$263K -$19.3K -694 -6%
MPW
706
Magnolia Private Wealth
Pennsylvania
$260K
AP
707
Appleton Partners
Massachusetts
$260K -$3.42K -123 -1%
CTA
708
Colonial Trust Advisors
South Carolina
$260K +$276K +9,910 New
ACA
709
Ascension Capital Advisors
Texas
$257K
EAM
710
Everstar Asset Management
North Carolina
$253K -$8.77K -315 -3%
CT
711
Caldwell Trust
Florida
$253K
AR
712
Apeiron RIA
Texas
$252K
AFG
713
Albion Financial Group
Utah
$252K -$37K -1,329 -12%
AA
714
Ancora Advisors
Ohio
$252K
BCI
715
Brinker Capital Investments
Pennsylvania
$251K -$17.5K -629 -6%
OPS
716
Orion Portfolio Solutions
Nebraska
$251K -$17.5K -629 -6%
TC
717
Tenret Company
Florida
$250K -$68.4K -2,456 -20%
ONB
718
Old National Bancorp
Indiana
$249K -$5.01K -180 -2%
CSIC
719
Clifford Swan Investment Counsel
California
$247K +$223 +8 +0.1%
SWA
720
Sax Wealth Advisors
New Jersey
$246K +$261K +9,384 New
JWCA
721
J.W. Cole Advisors
Florida
$245K -$1.18M -42,464 -82%
FWA
722
FSM Wealth Advisors
Ohio
$243K -$1K -36 -0.4%
FFS
723
Founders Financial Securities
Maryland
$243K +$265K +9,517 New
Empower Advisory Group
724
Empower Advisory Group
Colorado
$243K -$80.9K -2,904 -24%
AC
725
AWM Capital
Arizona
$242K