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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
326
Cetera Advisor Networks
California
$632K +$207K +11,082 +50%
LNB
327
Ledyard National Bank
$620K – – –
SG
328
StoneX Group
New York
$618K -$13.4K -714 -2%
GAM
329
Garrison Asset Management
Arkansas
$601K -$1.96K -105 -0.3%
Brown Advisory
330
Brown Advisory
Maryland
$597K +$23K +1,230 +4%
BIA
331
Barry Investment Advisors
Massachusetts
$596K +$352K +18,819 +151%
CIR
332
Clear Investment Research
Georgia
$589K -$16.7K -891 -3%
CWM
333
Cornerstone Wealth Management
Missouri
$580K -$2.02K -108 -0.4%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$580K +$43.8K +2,340 +8%
PAM
335
Pegasus Asset Management
New York
$575K +$46.9K +2,508 +9%
CWM
336
Confluence Wealth Management
Oregon
$574K – – –
Lido Advisors
337
Lido Advisors
California
$574K +$275K +14,709 +96%
MFG
338
MidWestOne Financial Group
Iowa
$565K +$556K +29,697 New
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$559K +$21K +1,125 +4%
SCM
340
SOL Capital Management
Maryland
$547K -$28.3K -1,515 -5%
FAIM
341
Financial Advocates Investment Management
Washington
$546K +$91.4K +4,887 +21%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542K +$23.9K +1,275 +5%
CA
343
Clearstead Advisors
Ohio
$538K -$25.5K -1,365 -5%
FAM
344
Foothills Asset Management
Arizona
$531K – – –
PGAM
345
Princeton Global Asset Management
New Jersey
$529K +$35.2K +1,881 +7%
BAC
346
Boys Arnold & Co
North Carolina
$515K -$5.61K -300 -1%
FRA
347
Front Row Advisors
California
$506K -$842 -45 -0.2%
Calamos Advisors
348
Calamos Advisors
Illinois
$497K +$16.1K +858 +3%
TRCT
349
Tower Research Capital (TRC)
New York
$487K +$479K +25,611 New
AIM
350
Aspen Investment Management
Michigan
$484K -$108K -5,766 -18%