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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
751
Providence Financial Advisors
Kansas
$247K +$242K +8,318 New
BWM
752
Bullock Wealth Management
Indiana
$246K +$728 +25 +0.3%
HIA
753
Harbor Investment Advisory
Maryland
$246K +$24.6K +845 +11%
PWA
754
Portus Wealth Advisors
North Carolina
$244K +$240K +8,235 New
MWP
755
Meriwether Wealth & Planning
Louisiana
$244K +$11.3K +389 +5%
KFA
756
Kelleher Financial Advisors
New York
$242K – – –
HGWM
757
Horst & Graben Wealth Management
Oregon
$240K -$29 -1 -0%
Empower Advisory Group
758
Empower Advisory Group
Colorado
$240K -$17.6K -606 -7%
SWA
759
Sax Wealth Advisors
New Jersey
$239K – – –
AFTS
760
American Financial & Tax Strategies
New York
$238K -$11.2K -386 -5%
AW
761
Avion Wealth
Texas
$238K +$29 +1 +0%
VBFP
762
Valtinson Bruner Financial Planning
Minnesota
$236K – – –
AP
763
Appleton Partners
Massachusetts
$236K -$169K -5,807 -42%
PAMG
764
Patton Albertson Miller Group
Tennessee
$236K -$63.3K -2,175 -21%
KeyBank National Association
765
KeyBank National Association
Ohio
$235K +$6.35K +218 +3%
FM
766
Family Management
New York
$234K – – –
FNT
767
First National Trust
Pennsylvania
$234K – – –
ODIJL
768
One Day In July LLC
Vermont
$233K – – –
SCA
769
Snowden Capital Advisors
New York
$233K -$8.53K -293 -4%
HWM
770
Heirloom Wealth Management
Colorado
$230K – – –
PIM
771
Penobscot Investment Management
Massachusetts
$229K -$61.1K -2,100 -21%
SI
772
Stephens Inc
Arkansas
$228K -$2.5K -86 -1%
LC
773
LCNB Corp
Ohio
$228K – – –
PA
774
Procyon Advisors
Connecticut
$226K – – –
RIM
775
Rockbridge Investment Management
New York
$223K – – –