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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
351
Beaumont Financial Advisors
Massachusetts
$514K +$670K +36,573 New
PFBT
352
Parkside Financial Bank & Trust
Missouri
$513K
Lido Advisors
353
Lido Advisors
California
$508K +$110K +6,018 +20%
BAC
354
Boys Arnold & Co
North Carolina
$500K +$73.6K +4,020 +13%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$497K -$28.2K -1,539 -4%
GC
356
Grimes & Company
Massachusetts
$495K -$49.1K -2,682 -7%
GAM
357
Garrison Asset Management
Arkansas
$494K -$1.98K -108 -0.3%
HA
358
HYA Advisors
Missouri
$491K +$494 +27 +0.1%
PAM
359
Pegasus Asset Management
New York
$491K +$33.3K +1,818 +5%
CFO
360
CVA Family Office
Colorado
$491K +$425K +23,199 +198%
AAS
361
Avantax Advisory Services
Texas
$487K +$295K +16,122 +87%
CWM
362
Cornerstone Wealth Management
Missouri
$485K -$11.4K -624 -2%
OPA
363
Old Port Advisors
Maine
$483K -$68.2K -3,723 -10%
WIA
364
Wealthstreet Investment Advisors
Texas
$482K -$22K -1,200 -3%
CHA
365
Cooper/Haims Advisors
New York
$482K -$8.52K -465 -1%
IWM
366
IHT Wealth Management
Illinois
$481K -$25K -1,365 -4%
SIAS
367
Shine Investment Advisory Services
Colorado
$480K -$196K -10,680 -24%
PA
368
Parallel Advisors
California
$479K -$28.2K -1,539 -4%
LPIC
369
LeJeune Puetz Investment Counsel
Michigan
$474K -$74.2K -4,053 -11%
SPP
370
Single Point Partners
Massachusetts
$473K +$616K +33,630 New
QCG
371
Quadrant Capital Group
Ohio
$472K +$375K +20,502 +157%
SFG
372
Sunburst Financial Group
Alabama
$464K +$64.4K +3,519 +12%
FT
373
Fiduciary Trust
Massachusetts
$461K +$330K +18,000 +121%
CIR
374
Clear Investment Research
Georgia
$459K -$165 -9 -0%
BCWM
375
Blue Chip Wealth Management
Florida
$458K -$226K -12,369 -28%