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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
301
Legacy Bridge
Iowa
$870K
SAM
302
S.A. Mason
Michigan
$863K +$1.83K +99 +0.2%
CA
303
Cambridge Advisors
Nebraska
$860K -$4.83K -261 -0.6%
CG
304
Colony Group
Massachusetts
$841K -$70.7K -3,816 -8%
COF
305
Capital One Financial
Virginia
$837K -$1.26M -68,259 -60%
BWM
306
Benchmark Wealth Management
Connecticut
$836K
CCWA
307
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$832K -$129K -6,984 -13%
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$832K +$64.7K +3,495 +8%
Renaissance Technologies
309
Renaissance Technologies
New York
$832K +$834K +45,000 New
SCA
310
Strategic Capital Advisers
Colorado
$823K +$328K +17,706 +66%
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$806K
AO
312
Advisor OS
Illinois
$805K -$1.49M -80,454 -64%
FAAS
313
First Allied Advisory Services
California
$804K -$78K -4,209 -9%
IFG
314
Independent Financial Group
California
$801K +$1.28K +69 +0.2%
AGA
315
Arkos Global Advisors
Texas
$793K -$106K -5,700 -12%
AC
316
Abbrea Capital
California
$781K
SWA
317
Stratos Wealth Advisors
Ohio
$779K -$325K -17,523 -29%
LWMM
318
Legacy Wealth Management (Mississippi)
Mississippi
$777K
BW
319
Bison Wealth
Georgia
$770K -$69.1K -3,732 -8%
LF
320
LifeSteps Financial
California
$747K +$11.1K +600 +2%
OCM
321
One Capital Management
California
$742K -$78.1K -4,218 -10%
BWL
322
Bogart Wealth LLC
Virginia
$741K -$94.3K -5,088 -11%
RIM
323
Rockbridge Investment Management
New York
$731K
SFWA
324
Summit Financial Wealth Advisors
Louisiana
$728K -$19.7K -1,062 -3%
PFT
325
Providence First Trust
Arizona
$724K -$580K -31,296 -44%