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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Clarity Capital Advisors
Florida
$245K +$818 +31 +0.4%
Empower Advisory Group
752
Empower Advisory Group
Colorado
$244K -$14.6K -552 -6%
MOS
753
MGO One Seven
Ohio
$243K – – –
FD
754
Financial Designs
California
$236K +$222K +8,430 New
ZIM
755
Zacks Investment Management
Illinois
$236K -$1.95K -74 -0.9%
AFTS
756
American Financial & Tax Strategies
New York
$236K -$5.8K -220 -3%
MCCP
757
Mission Creek Capital Partners
California
$234K – – –
BWM
758
Bullock Wealth Management
Indiana
$233K -$13.2K -502 -6%
TSS
759
Two Sigma Securities
New York
$231K +$218K +8,247 New
KFA
760
Kelleher Financial Advisors
New York
$229K – – –
SCA
761
Snowden Capital Advisors
New York
$229K +$871 +33 +0.4%
FFS
762
Flavin Financial Services
Florida
$229K -$112K -4,252 -34%
BMD
763
Better Money Decisions
New Mexico
$229K +$712 +27 +0.3%
HGWM
764
Horst & Graben Wealth Management
Oregon
$227K -$132 -5 -0.1%
NCM
765
Next Capital Management
New York
$227K +$79 +3 +0%
MIP
766
Marietta Investment Partners
Wisconsin
$227K -$9.68K -367 -4%
SWA
767
Sax Wealth Advisors
New Jersey
$226K -$34.8K -1,320 -14%
IPA
768
Investment Planning Advisors
Georgia
$226K +$213K +8,061 New
AW
769
Avion Wealth
Texas
$225K +$53 +2 +0%
SC
770
Scotia Capital
Ontario, Canada
$225K -$126K -4,763 -37%
VBFP
771
Valtinson Bruner Financial Planning
Minnesota
$224K – – –
FM
772
Family Management
New York
$221K – – –
FNT
773
First National Trust
Pennsylvania
$221K – – –
ODIJL
774
One Day In July LLC
Vermont
$221K – – –
MWP
775
Meriwether Wealth & Planning
Louisiana
$220K +$2.96K +112 +1%