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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
776
FCA Corp
Texas
$329K -$1.27K -37 -0.4%
OC
777
Oppenheimer & Co
New York
$329K +$307K +8,920 New
XWL
778
XXI Wealth LLC
Illinois
$329K
PGAM
779
Princeton Global Asset Management
New Jersey
$328K +$39.7K +1,154 +15%
CF
780
Centaurus Financial
California
$327K +$757 +22 +0.2%
FWTB
781
First Western Trust Bank
Colorado
$327K +$305K +8,858 New
CCA
782
Clarity Capital Advisors
Florida
$326K +$895 +26 +0.3%
WW
783
Winnow Wealth
Texas
$324K +$70.9K +2,060 +31%
SAM
784
Sherman Asset Management
California
$324K
DAM
785
Directional Asset Management
Illinois
$320K +$6.33K +184 +2%
HL
786
HeadInvest LLC
Maine
$318K
MWM
787
MOR Wealth Management
Pennsylvania
$316K +$24.4K +709 +9%
EI
788
Ethic Inc
New York
$315K +$294K +8,547 New
FA
789
FSA Advisors
Michigan
$315K +$294K +8,542 New
CA
790
CoreCap Advisors
Michigan
$310K +$68.6K +1,994 +31%
HIA
791
Harbor Investment Advisory
Maryland
$306K
NCM
792
Novare Capital Management
North Carolina
$305K -$26.5K -769 -8%
SP
793
Sherman Porfolios
Idaho
$305K
CTA
794
Colonial Trust Advisors
South Carolina
$305K -$56.8K -1,650 -17%
HWP
795
Highline Wealth Partners
California
$303K +$283K +8,224 New
Citadel Advisors
796
Citadel Advisors
Florida
$303K -$29.8K -866 -10%
CWA
797
Canvas Wealth Advisors
Kansas
$302K -$30.8K -896 -10%
BWM
798
Bullock Wealth Management
Indiana
$302K +$286K +8,302 New
PWP
799
Principle Wealth Partners
Connecticut
$302K +$281K +8,178 New
CFG
800
Clayton Financial Group
Missouri
$298K -$14.8K -430 -5%