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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAP
701
TSG Advice Partners
Ohio
$374K -$446 -14 -0.1%
FWM
702
Fingerlakes Wealth Management
New York
$373K +$892 +28 +0.2%
RBCM
703
Raub Brock Capital Management
California
$371K +$955 +30 +0.3%
EWA
704
EverSource Wealth Advisors
Alabama
$371K -$40.6K -1,275 -10%
CFG
705
Chapman Financial Group
Hawaii
$371K -$152K -4,764 -28%
BB
706
Busey Bank
Illinois
$370K – – –
CBU
707
CIBC Bancorp USA
Illinois
$368K +$379K +11,890 New
ACM
708
Armbruster Capital Management
New York
$367K -$4.78K -150 -1%
PWMG
709
Prestige Wealth Management Group
New Jersey
$363K – – –
CAL
710
Capital Advisors Ltd
Ohio
$363K – – –
OPWM
711
Oakwell Private Wealth Management
Texas
$361K -$204K -6,408 -35%
EFH
712
Eaton Financial Holdings
Florida
$360K -$121K -3,815 -25%
FNBOO
713
First National Bank of Omaha
Nebraska
$360K – – –
KWS
714
Keystone Wealth Services
California
$357K +$127 +4 +0%
AFA
715
American Financial Advisors
Georgia
$352K +$9.27K +291 +3%
CWA
716
Clarity Wealth Advisors
California
$351K – – –
KPWS
717
Kestra Private Wealth Services
Texas
$351K -$13K -407 -3%
EWM
718
Elmwood Wealth Management
California
$349K -$5.73K -180 -2%
FVIM
719
Fort Vancouver Investment Management
Washington
$346K – – –
Northern Trust
720
Northern Trust
Illinois
$346K -$116K -3,634 -25%
AA
721
Armis Advisers
Georgia
$345K +$319K +10,013 New
HCMT
722
Highland Capital Management (Tennessee)
Tennessee
$343K – – –
KFSN
723
Keystone Financial Services (Nebraska)
Nebraska
$343K +$414 +13 +0.1%
PWM
724
Praetorian Wealth Management
California
$334K -$39.6K -1,244 -11%
DBFM
725
Dickmeyer Boyce Financial Management
Indiana
$333K +$342K +10,744 New