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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
776
Hanson & Doremus Investment Management
Vermont
$1K – – –
JFA
777
JNBA Financial Advisors
Minnesota
$995 – – –
AWM
778
Abound Wealth Management
Tennessee
$761 -$92.6K -4,110 -99%
GWSG
779
GPS Wealth Strategies Group
Colorado
$710 – – –
VAG
780
VisionPoint Advisory Group
Texas
$497 +$473 +21 New
FCMT
781
Founders Capital Management (Texas)
Texas
$433 – – –
AWA
782
Alaska Wealth Advisors
Alaska
$213 – – –
LCM
783
Logan Capital Management
Pennsylvania
$48 -$1.22K -54 -95%
SFMG
784
Sage Financial Management Group
Virginia
– -$5.08M -224,832 Closed
PWA
785
Providence Wealth Advisors
Illinois
– -$3.37M -149,283 Closed
SCI
786
Stableford Capital II
Arizona
– -$3.2M -146,382 Closed
CI
787
CX Institutional
Indiana
– -$3.08M -136,347 Closed
D
788
Diversified
Delaware
– -$2.63M -116,397 Closed
BWM
789
BCS Wealth Management
Tennessee
– -$2.62M -115,956 Closed
SPP
790
Single Point Partners
Massachusetts
– -$2.62M -115,812 Closed
AI
791
Atria Investments
North Carolina
– -$1.25M -55,194 Closed
AG
792
Appleton Group
Wisconsin
– -$1.05M -46,491 Closed
SW
793
SVB Wealth
Massachusetts
– -$1.04M -46,152 Closed
Jane Street
794
Jane Street
New York
– -$917K -40,542 Closed
WWM
795
WT Wealth Management
Arizona
– -$829K -36,660 Closed
BFO
796
Biltmore Family Office
North Carolina
– -$416K -18,402 Closed
DFG
797
Delta Financial Group
New Jersey
– -$378K -16,731 Closed
TSS
798
Two Sigma Securities
New York
– -$376K -16,629 Closed
TI
799
Trexquant Investment
Connecticut
– -$318K -14,055 Closed
RSWM
800
Robertson Stephens Wealth Management
California
– -$316K -13,986 Closed