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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
726
Acropolis Investment Management
Missouri
$394K -$112K -3,249 -23%
BI
727
Berkeley Inc
Idaho
$392K +$34 +1 +0%
AWG
728
Altus Wealth Group
Colorado
$390K +$103 +3 +0%
PWM
729
Paulson Wealth Management
Illinois
$389K – – –
MWM
730
MBE Wealth Management
Wisconsin
$387K -$65.7K -1,910 -15%
RBC
731
Romano Brothers & Co
Illinois
$387K – – –
Nuveen
732
Nuveen
North Carolina
$387K +$361K +10,492 New
SIA
733
SeaBridge Investment Advisors
New Jersey
$383K – – –
MOS
734
MGO One Seven
Ohio
$382K +$57.7K +1,677 +19%
NCMW
735
Northern Capital Management (Washington)
Washington
$381K -$505K -14,676 -59%
PWM
736
Praetorian Wealth Management
California
$380K +$688 +20 +0.2%
DT
737
Diversified Trust
Tennessee
$379K +$27.5K +799 +8%
DBFM
738
Dickmeyer Boyce Financial Management
Indiana
$377K -$17.5K -509 -5%
GWAM
739
Guardian Wealth Advisors (Minnesota)
Minnesota
$377K +$1.38K +40 +0.4%
NCM
740
Next Capital Management
New York
$375K +$275 +8 +0.1%
KWS
741
Keystone Wealth Services
California
$372K -$49.5K -1,437 -12%
SEM
742
Strategic Equity Management
Arizona
$370K -$410K -11,911 -54%
BB
743
Busey Bank
Illinois
$366K -$69.4K -2,016 -17%
BC
744
Barnett & Company
Tennessee
$365K +$64.9K +1,887 +24%
FNBOO
745
First National Bank of Omaha
Nebraska
$365K -$68.8K -2,000 -17%
ACA
746
Ascension Capital Advisors
Texas
$362K – – –
AA
747
Armis Advisers
Georgia
$361K +$34 +1 +0%
HC
748
Hamilton Capital
Ohio
$360K – – –
EWA
749
EverSource Wealth Advisors
Alabama
$360K -$76.1K -2,212 -18%
SQA
750
Simon Quick Advisors
New Jersey
$360K -$1.45K -42 -0.4%