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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
726
Berkeley Inc
Idaho
$329K -$10.8K -339 -3%
AWG
727
Altus Wealth Group
Colorado
$328K -$5.64K -177 -2%
PWM
728
Paulson Wealth Management
Illinois
$327K -$7.26K -228 -2%
RBC
729
Romano Brothers & Co
Illinois
$325K – – –
SIA
730
SeaBridge Investment Advisors
New Jersey
$321K – – –
ONB
731
Old National Bancorp
Indiana
$319K – – –
AIM
732
Advyzon Investment Management
Illinois
$318K -$33.2K -1,044 -9%
GWAM
733
Guardian Wealth Advisors (Minnesota)
Minnesota
$315K -$35.8K -1,124 -10%
NCM
734
Next Capital Management
New York
$315K +$223 +7 +0.1%
HIP
735
HUB Investment Partners
Texas
$312K -$16.4K -515 -5%
XPN
736
XY Planning Network
Montana
$309K -$573 -18 -0.2%
CTA
737
Colonial Trust Advisors
South Carolina
$307K – – –
AO
738
Advisor OS
Illinois
$307K -$7.99K -251 -2%
GAA
739
Global Assets Advisory
Florida
$306K +$318K +9,981 New
SP
740
Sherman Porfolios
Idaho
$305K +$94.6K +2,970 +43%
ACA
741
Ascension Capital Advisors
Texas
$304K – – –
SQA
742
Simon Quick Advisors
New Jersey
$303K +$32 +1 +0%
HC
743
Hamilton Capital
Ohio
$302K -$3.92K -123 -1%
Neuberger Berman Group
744
Neuberger Berman Group
New York
$302K +$310K +9,750 New
EAM
745
Everstar Asset Management
North Carolina
$299K – – –
CT
746
Caldwell Trust
Florida
$299K – – –
OPA
747
Old Port Advisors
Maine
$296K -$1.4K -44 -0.5%
KWM
748
KMT Wealth Management
California
$296K +$304K +9,559 New
AR
749
Apeiron RIA
Texas
$295K – – –
DT
750
Diversified Trust
Tennessee
$294K – – –