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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
Bison Wealth
Georgia
$671K +$293 +18 +0%
PWM
177
Perigon Wealth Management
California
$647K +$43.4K +2,673 +7%
AIM
178
Avity Investment Management
Connecticut
$641K -$102K -6,300 -14%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$636K +$124K +7,644 +25%
BAM
180
Belpointe Asset Management
Nevada
$624K +$607K +37,344 New
NP
181
NorthRock Partners
Minnesota
$586K -$449K -27,630 -44%
AI
182
Atria Investments
North Carolina
$583K -$39.5K -2,430 -7%
FAM
183
Foothills Asset Management
Arizona
$569K -$12.7K -780 -2%
SG Americas Securities
184
SG Americas Securities
New York
$565K
BSWMG
185
Barrington Strategic Wealth Management Group
Illinois
$558K -$42.2K -2,595 -7%
CA
186
Cambridge Advisors
Nebraska
$548K +$28.7K +1,764 +6%
ASN
187
Advisory Services Network
Georgia
$540K +$292K +17,958 +125%
Mariner
188
Mariner
Kansas
$536K +$195K +11,982 +59%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$535K +$491K +30,192 +5,032%
CWM
190
Confluence Wealth Management
Oregon
$533K -$1.61K -99 -0.3%
WI
191
Wintrust Investments
Illinois
$533K +$519K +31,911 New
GLRA
192
Gerald L. Ray & Associates
Texas
$530K +$516K +31,725 New
SWA
193
Sutton Wealth Advisors
Florida
$530K +$2.93K +180 +0.6%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$527K +$59.4K +3,657 +13%
WF
195
WealthTrust Fairport
Ohio
$522K +$35.8K +2,205 +8%
BL
196
BCWM LLC
Kansas
$499K +$32.9K +2,022 +7%
Baird Financial Group
197
Baird Financial Group
Wisconsin
$487K
AIM
198
Anchor Investment Management
South Carolina
$482K +$307K +18,882 +189%
JWA
199
JFS Wealth Advisors
Pennsylvania
$464K +$152K +9,330 +51%
FNBT
200
FineMark National Bank & Trust
Florida
$462K -$11K -678 -2%