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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
776
CJM Wealth Advisers
Virginia
$206K +$212K +7,441 New
DF
777
DecisionPoint Financial
Arizona
$205K +$826 +29 +0.4%
SI
778
Shaker Investments
Ohio
$204K -$9.49K -333 -4%
EWM
779
Evercore Wealth Management
New York
$203K
LWM
780
Liberty Wealth Management
California
$202K +$208K +7,285 New
FWS
781
FinDec Wealth Services
California
$202K -$88K -3,089 -30%
PWM
782
Peterson Wealth Management
Nevada
$201K
LMKC
783
L.M. Kohn & Company
Ohio
$200K +$206K +7,229 New
TWM
784
Topsail Wealth Management
North Carolina
$196K +$202K +7,079 New
RF
785
Robbins Farley
New Hampshire
$195K -$21.5K -753 -10%
BA
786
Ballast Advisors
Minnesota
$194K -$22.1K -777 -10%
Qube Research & Technologies (QRT)
787
Qube Research & Technologies (QRT)
United Kingdom
$192K +$85.8K +3,010 +77%
RWM
788
Raffa Wealth Management
District of Columbia
$188K +$798 +28 +0.4%
AWM
789
AE Wealth Management
Kansas
$184K +$189K +6,648 New
MA
790
Montag & Associates
Georgia
$184K
Citadel Advisors
791
Citadel Advisors
Florida
$181K -$1.35M -47,431 -88%
RF
792
Robinswood Financial
Washington
$177K
FG
793
Fairman Group
Pennsylvania
$173K +$342 +12 +0.2%
PK
794
Pflug Koory
Nebraska
$171K -$4.27K -150 -2%
GT
795
Glenmede Trust
Pennsylvania
$167K
SWA
796
SOA Wealth Advisors
New York
$166K +$684 +24 +0.4%
NG
797
NWK Group
California
$164K +$21K +738 +14%
AF
798
Advisornet Financial
Minnesota
$160K +$5.56K +195 +3%
DSC
799
Duncker Streett & Co
Missouri
$150K -$28 -1 -0%
RDFA
800
Ritter Daniher Financial Advisory
Ohio
$144K