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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$727K +$292K +17,946 +76%
ACA
327
Ascension Capital Advisors
Texas
$726K +$7.33K +450 +1%
BPM
328
Bowling Portfolio Management
Ohio
$725K +$8.31K +510 +1%
MA
329
MUFG Americas
New York
$710K -$434K -26,640 -40%
LF
330
LifeSteps Financial
California
$698K +$168K +10,335 +35%
RIM
331
Rockbridge Investment Management
New York
$693K +$644K +39,516 New
SFWA
332
Summit Financial Wealth Advisors
Louisiana
$690K
TRCT
333
Tower Research Capital (TRC)
New York
$686K -$446K -27,342 -41%
WCM
334
Wisconsin Capital Management
Wisconsin
$684K -$286K -17,517 -31%
CIR
335
Clear Investment Research
Georgia
$676K +$95.1K +5,832 +18%
TC
336
Tatro Capital
Kentucky
$671K +$623K +38,244 New
WA
337
WBH Advisory
Maryland
$658K +$3.42K +210 +0.6%
CM
338
Columbus Macro
Pennsylvania
$657K -$36.3K -2,226 -6%
PG
339
Prostatis Group
Maryland
$649K +$256K +15,681 +74%
FPCG
340
Fort Pitt Capital Group
Pennsylvania
$646K -$104K -6,378 -15%
PGAM
341
Princeton Global Asset Management
New Jersey
$645K -$35.1K -2,151 -6%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$641K
Lido Advisors
343
Lido Advisors
California
$637K +$2.93K +180 +0.5%
CWM
344
Cornerstone Wealth Management
Missouri
$634K +$27.1K +1,662 +5%
SIC
345
Sigma Investment Counselors
Michigan
$623K -$84.8K -5,205 -13%
PAM
346
Pegasus Asset Management
New York
$623K +$9.97K +612 +2%
HA
347
HYA Advisors
Missouri
$614K +$196 +12 +0%
GC
348
Grimes & Company
Massachusetts
$613K -$4.64K -285 -0.8%
PFS
349
Prospera Financial Services
Texas
$611K -$48.5K -2,976 -8%
SCM
350
SOL Capital Management
Maryland
$607K +$139K +8,535 +33%