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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ME
851
McIlrath & Eck
Washington
$11K – – –
AEPWM
852
Atlantic Edge Private Wealth Management
Florida
$10.9K – – –
PIS
853
POM Investment Strategies
North Carolina
$10.4K – – –
AAP
854
Arax Advisory Partners
Colorado
$9.3K +$80 +3 +0.9%
SL
855
Salomon & Ludwin
Virginia
$8.56K -$112K -4,215 -93%
RA
856
Rise Advisors
New York
$8.39K +$80 +3 +1%
CT
857
Coastline Trust
Rhode Island
$8.31K +$7.98K +300 New
FPFS
858
First Personal Financial Services
North Carolina
$8.31K +$7.98K +300 New
AWM
859
Atticus Wealth Management
Florida
$8.16K – – –
RCM
860
Raleigh Capital Management
North Carolina
$7.06K +$6.78K +255 New
HBW
861
Hazlett, Burt & Watson
West Virginia
$7K -$7.82K -294 -54%
FHA
862
First Horizon Advisors
Tennessee
$6.15K -$3.11K -117 -35%
PIP
863
Peachtree Investment Partners
Florida
$6.01K – – –
National Bank of Canada
864
National Bank of Canada
Quebec, Canada
$6.01K -$466K -17,514 -96%
APW
865
Atlantic Private Wealth
North Carolina
$5.95K – – –
GI
866
GS Investments
Minnesota
$5.79K – – –
BAM
867
Bellevue Asset Management
Washington
$5.65K – – –
HWA
868
Heritage Wealth Advisors
Virginia
$5.43K +$5.19K +195 New
CFB
869
Cullen/Frost Bankers
Texas
$5.42K +$5.19K +195 New
CPG
870
Cornerstone Planning Group
New Jersey
$4.45K +$8.38K +315 +194%
GWSG
871
GPS Wealth Strategies Group
Colorado
$4.25K – – –
CFG
872
Copley Financial Group
California
$3.9K +$3.75K +141 New
CJ
873
Caitlin John
Michigan
$3.31K +$6.06K +228 +200%
BL
874
Balentine LLC
Georgia
$3.16K – – –
PPA
875
Painted Porch Advisors
California
$2.41K – – –