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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
876
EPG Wealth Management
Georgia
$2.24K +$2.15K +81 New
ACM
877
Anfield Capital Management
California
$1.61K – – –
CPBTD
878
Central Pacific Bank - Trust Division
Hawaii
$1.58K – – –
WWP
879
WR Wealth Planners
Missouri
$1.51K – – –
GSEP
880
Golden State Equity Partners
California
$1.33K +$1.28K +48 New
HDIM
881
Hanson & Doremus Investment Management
Vermont
$1K – – –
AWM
882
Abound Wealth Management
Tennessee
$907 – – –
DWM
883
Dogwood Wealth Management
Kansas
$577 – – –
Russell Investments Group
884
Russell Investments Group
United Kingdom
$551 -$1.6K -60 -74%
CSWM
885
Cassady Schiller Wealth Management
Ohio
$334 +$319 +12 New
TH
886
TCTC Holdings
Texas
$166 – – –
GM
887
GeoWealth Management
Illinois
$11 – – –
SW
888
Simplicity Wealth
New Jersey
– -$16.6M -640,557 Closed
SFC
889
Strategic Financial Concepts
Texas
– -$484 -117,006 Closed
HP
890
Holistic Planning
Texas
– -$1.45M -53,451 Closed
MW
891
Maia Wealth
Colorado
– -$476K -17,748 Closed
PWG
892
Portside Wealth Group
Utah
– -$410K -15,807 Closed
WCM
893
Wealthcare Capital Management
Virginia
– -$382K -14,715 Closed
PWM
894
Praetorian Wealth Management
California
– -$361K -13,908 Closed
CIA
895
Choate Investment Advisors
Massachusetts
– -$351K -13,530 Closed
TI
896
Trexquant Investment
Connecticut
– -$341K -13,161 Closed
CWM
897
Calamos Wealth Management
Illinois
– -$298K -11,499 Closed
GFP
898
Gryphon Financial Partners
Ohio
– -$296K -11,424 Closed
VV
899
Verity & Verity
South Carolina
– -$282K -10,863 Closed
TA
900
TrueWealth Advisors
Alabama
– -$280K -10,806 Closed