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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNT
801
First National Trust
Pennsylvania
$237K
SCA
802
Snowden Capital Advisors
New York
$237K +$835 +28 +0.4%
ODIJL
803
One Day In July LLC
Vermont
$237K
AP
804
Appleton Partners
Massachusetts
$236K -$3.96K -133 -2%
AT
805
American Trust
Kentucky
$233K -$88.9K -2,981 -28%
HWM
806
Heirloom Wealth Management
Colorado
$233K
ACM
807
Advisors Capital Management
New Jersey
$232K +$230K +7,719 New
SI
808
Stephens Inc
Arkansas
$231K +$149 +5 +0.1%
LC
809
LCNB Corp
Ohio
$231K
MC
810
Moors & Cabot
Massachusetts
$229K +$227K +7,620 New
MWM
811
MOR Wealth Management
Pennsylvania
$226K +$224K +7,506 New
OPW
812
Osprey Private Wealth
New York
$226K
VCA
813
Verdence Capital Advisors
Maryland
$224K -$92.9K -3,118 -30%
Empower Advisory Group
814
Empower Advisory Group
Colorado
$223K -$20K -672 -8%
CST
815
Charles Schwab Trust
Nevada
$223K
FFM
816
Forum Financial Management
Illinois
$222K +$3.58K +120 +2%
PWM
817
Peterson Wealth Management
Nevada
$220K +$954 +32 +0.4%
EWM
818
Evercore Wealth Management
New York
$220K -$537 -18 -0.2%
WFS
819
WealthGarden F.S.
California
$220K
KeyBank National Association
820
KeyBank National Association
Ohio
$218K -$20.3K -680 -9%
UW
821
Unique Wealth
Florida
$218K
FMN
822
Financial Management Network
California
$217K +$894 +30 +0.4%
AFA
823
Arlington Financial Advisors
California
$217K -$2.27K -76 -1%
BRWM
824
Blue Rock Wealth Management
North Carolina
$214K -$2.18K -73 -1%
RWM
825
Revisor Wealth Management
Ohio
$214K +$198K +6,642 New