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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
726
Albion Financial Group
Utah
$276K -$5.38K -185 -2%
FWA
727
FSM Wealth Advisors
Ohio
$275K
FA
728
FSA Advisors
Michigan
$275K +$270K +9,271 New
AC
729
AWM Capital
Arizona
$274K +$175 +6 +0.1%
CIA
730
Concurrent Investment Advisors
Florida
$274K +$269K +9,243 New
BMO
731
Beck Mack & Oliver
New York
$272K
TWP
732
Total Wealth Planning
Ohio
$270K -$30.2K -1,037 -10%
CF
733
Centaurus Financial
California
$269K -$47.8K -1,643 -15%
SC
734
SouthState Corp
Florida
$268K -$731K -25,124 -74%
BW
735
BIP Wealth
Georgia
$268K -$165K -5,652 -38%
FNBOMD
736
First National Bank of Mount Dora
Florida
$267K
CIBC Private Wealth Group
737
CIBC Private Wealth Group
Georgia
$266K -$2.97K -102 -1%
P
738
&Partners
Tennessee
$264K -$19.1K -656 -7%
FF
739
Farnam Financial
Arizona
$263K +$29 +1 +0%
FGAM
740
Financial Gravity Asset Management
Texas
$261K +$257K +8,821 New
SAM
741
Sherman Asset Management
California
$260K -$11.8K -405 -4%
CCA
742
Clarity Capital Advisors
Florida
$260K +$1.08K +37 +0.4%
GFG
743
Goldstone Financial Group
Illinois
$259K +$254K +8,732 New
YIH
744
Y-Intercept (HK)
Hong Kong
$258K -$242K -8,322 -49%
MOS
745
MGO One Seven
Ohio
$257K
CFG
746
Clayton Financial Group
Missouri
$252K +$27.1K +931 +12%
IAA
747
Independent Advisor Alliance
North Carolina
$249K -$11.3K -388 -4%
GCA
748
Genesee Capital Advisors
New York
$248K -$150K -5,149 -38%
IFG
749
Independent Financial Group
California
$247K +$243K +8,350 New
MCCP
750
Mission Creek Capital Partners
California
$247K