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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
801
Horst & Graben Wealth Management
Oregon
$238K -$6.02K -202 -2%
FM
802
Family Management
New York
$237K – – –
FNT
803
First National Trust
Pennsylvania
$237K – – –
SCA
804
Snowden Capital Advisors
New York
$237K +$835 +28 +0.4%
ODIJL
805
One Day In July LLC
Vermont
$237K – – –
AP
806
Appleton Partners
Massachusetts
$236K -$3.96K -133 -2%
AT
807
American Trust
Kentucky
$233K -$88.9K -2,981 -28%
HWM
808
Heirloom Wealth Management
Colorado
$233K – – –
ACM
809
Advisors Capital Management
New Jersey
$232K +$230K +7,719 New
SI
810
Stephens Inc
Arkansas
$231K +$149 +5 +0.1%
LC
811
LCNB Corp
Ohio
$231K – – –
MC
812
Moors & Cabot
Massachusetts
$229K +$227K +7,620 New
MWM
813
MOR Wealth Management
Pennsylvania
$226K +$224K +7,506 New
OPW
814
Osprey Private Wealth
New York
$226K – – –
VCA
815
Verdence Capital Advisors
Maryland
$224K -$92.9K -3,118 -30%
Empower Advisory Group
816
Empower Advisory Group
Colorado
$223K -$20K -672 -8%
CST
817
Charles Schwab Trust
Nevada
$223K – – –
FFM
818
Forum Financial Management
Illinois
$222K +$3.58K +120 +2%
PWM
819
Peterson Wealth Management
Nevada
$220K +$954 +32 +0.4%
EWM
820
Evercore Wealth Management
New York
$220K -$537 -18 -0.2%
WFS
821
WealthGarden F.S.
California
$220K – – –
KeyBank National Association
822
KeyBank National Association
Ohio
$218K -$20.3K -680 -9%
UW
823
Unique Wealth
Florida
$218K – – –
FMN
824
Financial Management Network
California
$217K +$894 +30 +0.4%
AFA
825
Arlington Financial Advisors
California
$217K -$2.27K -76 -1%