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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
176
New York Life Investment Management
New York
$5.8M -$1.23M -42,198 -18%
CPA
177
Cathy Pareto & Associates
Florida
$5.7M +$395K +13,566 +8%
NOI
178
Newton One Investments
Delaware
$5.69M +$23.7K +813 +0.4%
PFA
179
Pure Financial Advisors
California
$5.67M -$53.9K -1,850 -1%
PAG
180
Private Advisor Group
New Jersey
$5.54M -$2.57M -88,169 -32%
TYCC
181
Texas Yale Capital Corp
Florida
$5.46M +$191K +6,545 +4%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5.29M -$872K -29,942 -14%
OFS
183
OneAscent Financial Services
Alabama
$5.22M +$164K +5,638 +3%
GG
184
Gleason Group
Kentucky
$5.2M -$148K -5,068 -3%
BBW
185
Blue Barn Wealth
Utah
$5.2M +$94.9K +3,259 +2%
PAG
186
Powers Advisory Group
Illinois
$5.18M +$157K +5,395 +3%
AF
187
Advisornet Financial
Minnesota
$5.15M +$1.46M +50,307 +41%
Northern Trust
188
Northern Trust
Illinois
$5.07M +$23.6K +811 +0.5%
MAS
189
Madden Advisory Services
Florida
$5.01M +$388K +13,317 +9%
MCM
190
Mengis Capital Management
Oregon
$4.98M +$93.5K +3,211 +2%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$4.91M -$1.39M -47,640 -22%
MAM
192
McCarthy Asset Management
California
$4.83M +$66.9K +2,297 +1%
B
193
Birchbrook
Maine
$4.83M -$88.6K -3,043 -2%
HWA
194
Hilltop Wealth Advisors
North Carolina
$4.72M +$57.9K +1,988 +1%
MI
195
Moneywise Inc
Virginia
$4.68M -$72.5K -2,492 -2%
GPFA
196
Game Plan Financial Advisors
Ohio
$4.55M -$4.69K -161 -0.1%
FIC
197
Family Investment Center
Missouri
$4.49M -$207K -7,116 -4%
NDSI
198
Newman Dignan & Sheerar Inc
Rhode Island
$4.44M -$160K -5,487 -4%
LIM
199
Lathrop Investment Management
Arkansas
$4.4M -$30.1K -1,033 -0.7%
KAS
200
Kestra Advisory Services
Texas
$4.39M +$344K +11,827 +9%