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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
251
Calamos Advisors
Illinois
$408K +$6.52K +363 +2%
SC
252
Slow Capital
California
$408K +$416K +23,160 New
SG
253
Somerset Group
Minnesota
$403K +$23.9K +1,332 +6%
LWAC
254
Laurel Wealth Advisors (California)
California
$398K +$406K +22,623 New
MCWS
255
McKinley Carter Wealth Services
West Virginia
$391K -$2.26K -126 -0.6%
PFC
256
Phocas Financial Corp
California
$389K
CWM
257
Cornerstone Wealth Management
Missouri
$388K +$37K +2,061 +10%
AIM
258
Aspen Investment Management
Michigan
$384K +$20.2K +1,125 +5%
AIM
259
Avity Investment Management
Connecticut
$380K
BRWA
260
B. Riley Wealth Advisors
Florida
$370K +$9.16K +510 +2%
RPA
261
Rock Point Advisors
Vermont
$361K -$27.5K -1,530 -7%
PWM
262
Perigon Wealth Management
California
$354K +$34.7K +1,932 +11%
BTS
263
BB&T Securities
Virginia
$351K +$358K +19,917 New
SG
264
StoneX Group
New York
$344K +$4.8K +267 +1%
CRC
265
Curi RMB Capital
Illinois
$343K +$108 +6 +0%
DWM
266
Destination Wealth Management
California
$338K -$5.82K -324 -2%
VA
267
Valmark Advisers
Ohio
$331K +$337K +18,786 New
S
268
SignatureFD
Georgia
$317K +$58.7K +3,270 +22%
CIAS
269
Capital Investment Advisory Services
North Carolina
$314K -$62.5K -3,477 -16%
AFA
270
Arlington Financial Advisors
California
$313K -$6.63K -369 -2%
SP
271
SWS Partners
Ohio
$313K +$300K +16,692 +1,111%
EK
272
Evensky & Katz
Florida
$311K -$539 -30 -0.2%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$310K +$100K +5,580 +47%
LJAC
274
L.J. Altfest & Co
New York
$310K +$316K +17,583 New
WCM
275
Wealthcare Capital Management
Virginia
$309K -$78.1K -4,347 -20%