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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Continuum Advisory
Idaho
$274K -$5.26K -276 -2%
PPA
327
Parametric Portfolio Associates
Washington
$273K
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$255K +$41.4K +2,172 +20%
PIM
329
Penobscot Investment Management
Massachusetts
$250K +$7.72K +405 +3%
SCA
330
Stillwater Capital Advisors
Pennsylvania
$249K +$246K +12,915 New
TPW
331
Tiller Private Wealth
Pennsylvania
$240K
RWP
332
RWA Wealth Partners
Massachusetts
$240K +$62.2K +3,267 +36%
CG
333
Colony Group
Massachusetts
$234K
PL
334
Plancorp LLC
Missouri
$234K +$57 +3 +0%
GG
335
Greenwood Gearhart
Arkansas
$233K +$1.14K +60 +0.5%
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$232K -$5.77K -303 -2%
Renaissance Technologies
337
Renaissance Technologies
New York
$231K -$657K -34,500 -74%
BFG
338
Bouchey Financial Group
New York
$231K -$59.3K -3,111 -21%
NCM
339
Novare Capital Management
North Carolina
$231K -$3.31K -174 -1%
CPIG
340
Chicago Partners Investment Group
Illinois
$228K +$64.2K +3,372 +34%
Stifel Financial
341
Stifel Financial
Missouri
$226K +$222K +11,646 New
RFA
342
Reilly Financial Advisors
California
$224K -$70.4K -3,693 -24%
RW
343
REDW Wealth
New Mexico
$224K -$1.72K -90 -0.8%
DCM
344
Donaldson Capital Management
Indiana
$224K +$11.1K +585 +5%
CCB
345
Cutter & Co Brokerage
Missouri
$224K +$221K +11,598 New
AWM
346
Altium Wealth Management
New York
$221K
RCC
347
Red Cedar Capital
Nebraska
$218K +$11.8K +621 +6%
BCM
348
BTR Capital Management
California
$217K
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$213K +$59.9K +3,144 +40%
Deutsche Bank
350
Deutsche Bank
Germany
$213K +$82.2K +4,314 +64%