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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
726
Custom Portfolio Group
Colorado
$167K +$155K +6,747 New
MA
727
Montag & Associates
Georgia
$167K – – –
MFC
728
Morris Financial Concepts
South Carolina
$166K -$28K -1,224 -16%
GWANC
729
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$78.3K +3,417 +122%
PK
730
Pflug Koory
Nebraska
$143K – – –
DSC
731
Duncker Streett & Co
Missouri
$136K – – –
RDFA
732
Ritter Daniher Financial Advisory
Ohio
$132K – – –
NG
733
NWK Group
California
$131K – – –
BONH
734
Bank of New Hampshire
New Hampshire
$128K – – –
DCM
735
Davis Capital Management
Florida
$125K +$115K +4,998 New
TSW
736
Thompson Siegel & Walmsley
Virginia
$124K – – –
RF
737
Robbins Farley
New Hampshire
$121K +$2.89K +126 +3%
GI
738
Gradient Investments
Minnesota
$121K -$46.3K -2,019 -30%
KFI
739
Key Financial Inc
Pennsylvania
$117K – – –
AssetMark Inc
740
AssetMark Inc
California
$116K +$90.1K +3,933 +558%
FG
741
Fairman Group
Pennsylvania
$115K +$105K +4,581 New
RWM
742
Raffa Wealth Management
District of Columbia
$108K +$412 +18 +0.4%
EA
743
Evolution Advisers
Virginia
$105K +$96K +4,191 New
S
744
SignatureFD
Georgia
$103K – – –
FCA
745
FinTrust Capital Advisors
South Carolina
$101K +$69 +3 +0.1%
OP
746
ORG Partners
Indiana
$97.2K +$88.7K +3,870 New
FCT
747
First Community Trust
Iowa
$96K -$39.2K -1,710 -31%
OC
748
Oakworth Capital
Alabama
$91.2K – – –
BFO
749
Biltmore Family Office
North Carolina
$90.5K -$9K -393 -10%
BEI
750
Benjamin Edwards Inc
Missouri
$87K +$9.48K +414 +14%