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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
701
Fingerlakes Wealth Management
New York
$361K +$5.78K +194 +2%
ACM
702
Armbruster Capital Management
New York
$361K +$4.47K +150 +1%
RBCM
703
Raub Brock Capital Management
California
$360K +$1.55K +52 +0.4%
VA
704
VestGen Advisors
Illinois
$360K +$37.3K +1,250 +12%
BB
705
Busey Bank
Illinois
$359K -$626 -21 -0.2%
CAL
706
Capital Advisors Ltd
Ohio
$353K – – –
PWMG
707
Prestige Wealth Management Group
New Jersey
$353K – – –
KJWM
708
Kiley Juergens Wealth Management
Washington
$353K +$9.63K +323 +3%
KPWS
709
Kestra Private Wealth Services
Texas
$353K +$30K +1,005 +9%
CIA
710
Concurrent Investment Advisors
Florida
$348K +$69.3K +2,325 +25%
M
711
MOTCO
Texas
$347K -$3.13K -105 -0.9%
KWS
712
Keystone Wealth Services
California
$347K -$4.74K -159 -1%
PWM
713
Praetorian Wealth Management
California
$347K – – –
KFS
714
Kaizen Financial Strategies
California
$345K +$1.49K +50 +0.4%
EWM
715
Elmwood Wealth Management
California
$344K -$1.01K -34 -0.3%
Bank of Montreal
716
Bank of Montreal
Ontario, Canada
$342K -$74.2K -2,488 -18%
CWA
717
Clarity Wealth Advisors
California
$341K +$338K +11,348 New
GRR
718
Golden Reserve Retirement
Ohio
$340K +$338K +11,322 New
GWAM
719
Guardian Wealth Advisors (Minnesota)
Minnesota
$340K -$28K -939 -8%
AIM
720
Advyzon Investment Management
Illinois
$340K – – –
NAS
721
NWF Advisory Services
California
$337K -$49.9K -1,675 -13%
CIBC Private Wealth Group
722
CIBC Private Wealth Group
Georgia
$336K +$65.4K +2,195 +24%
FVIM
723
Fort Vancouver Investment Management
Washington
$336K -$90K -3,020 -21%
CBA
724
Coastal Bridge Advisors
Connecticut
$336K +$60 +2 +0%
HCMT
725
Highland Capital Management (Tennessee)
Tennessee
$333K -$2.98K -100 -0.9%