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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$597K +$23K +1,230 +4%
BIA
327
Barry Investment Advisors
Massachusetts
$596K +$352K +18,819 +151%
CIR
328
Clear Investment Research
Georgia
$589K -$16.7K -891 -3%
CWM
329
Cornerstone Wealth Management
Missouri
$580K -$2.02K -108 -0.4%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$580K +$43.8K +2,340 +8%
PAM
331
Pegasus Asset Management
New York
$575K +$46.9K +2,508 +9%
CWM
332
Confluence Wealth Management
Oregon
$574K
Lido Advisors
333
Lido Advisors
California
$574K +$275K +14,709 +96%
MFG
334
MidWestOne Financial Group
Iowa
$565K +$556K +29,697 New
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$559K +$21K +1,125 +4%
SCM
336
SOL Capital Management
Maryland
$547K -$28.3K -1,515 -5%
FAIM
337
Financial Advocates Investment Management
Washington
$546K +$91.4K +4,887 +21%
JFGIW
338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542K +$23.9K +1,275 +5%
CA
339
Clearstead Advisors
Ohio
$538K -$25.5K -1,365 -5%
FAM
340
Foothills Asset Management
Arizona
$531K
PGAM
341
Princeton Global Asset Management
New Jersey
$529K +$35.2K +1,881 +7%
BAC
342
Boys Arnold & Co
North Carolina
$515K -$5.61K -300 -1%
FRA
343
Front Row Advisors
California
$506K -$842 -45 -0.2%
Calamos Advisors
344
Calamos Advisors
Illinois
$497K +$16.1K +858 +3%
TRCT
345
Tower Research Capital (TRC)
New York
$487K +$479K +25,611 New
AIM
346
Aspen Investment Management
Michigan
$484K -$108K -5,766 -18%
IWM
347
IHT Wealth Management
Illinois
$478K -$169K -9,048 -26%
Bank of New York Mellon
348
Bank of New York Mellon
New York
$475K -$38.1K -2,037 -8%
PSF
349
Pacific Sun Financial
California
$474K +$466K +24,912 New
APP
350
Avantax Planning Partners
Iowa
$460K -$46.4K -2,478 -9%