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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
HIA
752
Harbor Investment Advisory
Maryland
$246K +$24.6K +845 +11%
PWA
753
Portus Wealth Advisors
North Carolina
$244K +$240K +8,235 New
MWP
754
Meriwether Wealth & Planning
Louisiana
$244K +$11.3K +389 +5%
KFA
755
Kelleher Financial Advisors
New York
$242K
HGWM
756
Horst & Graben Wealth Management
Oregon
$240K -$29 -1 -0%
Empower Advisory Group
757
Empower Advisory Group
Colorado
$240K -$17.6K -606 -7%
SWA
758
Sax Wealth Advisors
New Jersey
$239K
AFTS
759
American Financial & Tax Strategies
New York
$238K -$11.2K -386 -5%
AW
760
Avion Wealth
Texas
$238K +$29 +1 +0%
VBFP
761
Valtinson Bruner Financial Planning
Minnesota
$236K
AP
762
Appleton Partners
Massachusetts
$236K -$169K -5,807 -42%
PAMG
763
Patton Albertson Miller Group
Tennessee
$236K -$63.3K -2,175 -21%
KeyBank National Association
764
KeyBank National Association
Ohio
$235K +$6.35K +218 +3%
FM
765
Family Management
New York
$234K
FNT
766
First National Trust
Pennsylvania
$234K
ODIJL
767
One Day In July LLC
Vermont
$233K
SCA
768
Snowden Capital Advisors
New York
$233K -$8.53K -293 -4%
HWM
769
Heirloom Wealth Management
Colorado
$230K
PIM
770
Penobscot Investment Management
Massachusetts
$229K -$61.1K -2,100 -21%
SI
771
Stephens Inc
Arkansas
$228K -$2.5K -86 -1%
LC
772
LCNB Corp
Ohio
$228K
PA
773
Procyon Advisors
Connecticut
$226K
RIM
774
Rockbridge Investment Management
New York
$223K
OPW
775
Osprey Private Wealth
New York
$222K +$218K +7,503 New