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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
SOL Capital Management
Maryland
$559K +$125K +6,990 +30%
CWM
327
Confluence Wealth Management
Oregon
$557K -$28.8K -1,611 -5%
Brown Advisory
328
Brown Advisory
Maryland
$557K +$1.88K +105 +0.3%
AG
329
Appleton Group
Wisconsin
$557K +$539K +30,171 New
CA
330
Clearstead Advisors
Ohio
$547K +$529K +29,616 New
CCM
331
Coldstream Capital Management
Washington
$542K +$67.3K +3,768 +15%
BRWA
332
B. Riley Wealth Advisors
Florida
$536K -$15.4K -864 -3%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$522K +$11K +618 +2%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$519K +$82.8K +4,635 +20%
FAM
335
Foothills Asset Management
Arizona
$515K -$5.68K -318 -1%
PAM
336
Pegasus Asset Management
New York
$512K +$19.7K +1,101 +4%
TFS
337
TrustCore Financial Services
Tennessee
$508K +$491K +27,498 New
BAC
338
Boys Arnold & Co
North Carolina
$505K
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$502K -$38.7K -2,166 -7%
Bank of New York Mellon
340
Bank of New York Mellon
New York
$498K -$416K -23,256 -46%
B
341
Bailard
California
$498K
STA
342
Summit Trail Advisors
New York
$497K +$481K +26,931 New
APP
343
Avantax Planning Partners
Iowa
$490K -$69.6K -3,897 -13%
FRA
344
Front Row Advisors
California
$490K +$30.1K +1,683 +7%
PGAM
345
Princeton Global Asset Management
New Jersey
$478K +$60.1K +3,366 +15%
Calamos Advisors
346
Calamos Advisors
Illinois
$466K -$41.4K -2,316 -8%
FAIM
347
Financial Advocates Investment Management
Washington
$440K +$17.6K +987 +4%
FNBT
348
FineMark National Bank & Trust
Florida
$434K -$26.2K -1,464 -6%
BL
349
BCWM LLC
Kansas
$434K +$21.6K +1,206 +5%
PPP
350
Private Portfolio Partners
New Jersey
$424K +$410K +22,962 New