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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$329K
KWS
702
Keystone Wealth Services
California
$328K +$132 +5 +0%
PMSA
703
Patrick M. Sweeney & Associates
Illinois
$327K +$13.9K +526 +5%
XPN
704
XY Planning Network
Montana
$327K +$28.4K +1,077 +10%
PWM
705
Praetorian Wealth Management
California
$326K +$14K +532 +5%
EWM
706
Elmwood Wealth Management
California
$322K +$26 +1 +0%
Comerica Bank
707
Comerica Bank
Texas
$321K -$47.9K -1,817 -14%
KFS
708
Kaizen Financial Strategies
California
$319K +$1.08K +41 +0.4%
AA
709
Ancora Advisors
Ohio
$318K +$45.8K +1,737 +18%
HCMT
710
Highland Capital Management (Tennessee)
Tennessee
$314K
CBA
711
Coastal Bridge Advisors
Connecticut
$313K +$79 +3 +0%
BlackRock
712
BlackRock
New York
$312K -$369 -14 -0.1%
RWM
713
RMG Wealth Management
Wisconsin
$310K +$284K +10,780 New
AFA
714
American Financial Advisors
Georgia
$307K +$1.95K +74 +0.7%
CF
715
Centaurus Financial
California
$300K -$5.99K -227 -2%
VCA
716
Verdence Capital Advisors
Maryland
$298K +$1.48K +56 +0.5%
HL
717
HeadInvest LLC
Maine
$296K
RBC
718
Romano Brothers & Co
Illinois
$294K +$277K +10,495 New
OIA
719
Optimum Investment Advisors
Illinois
$294K -$607 -23 -0.2%
AO
720
Advisor OS
Illinois
$288K -$1.45K -55 -0.5%
SIS
721
Strategic Investment Solutions
Illinois
$287K -$7.94K -301 -3%
BW
722
Balance Wealth
Ohio
$286K +$269K +10,197 New
KWM
723
KMT Wealth Management
California
$286K
TWP
724
Total Wealth Planning
Ohio
$285K -$22.1K -837 -8%
PAMG
725
Patton Albertson Miller Group
Tennessee
$284K