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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AT
351
American Trust
Kentucky
$1.19M -$31.5M -1,438,143 -96%
Lazard Asset Management
352
Lazard Asset Management
New York
$1.17M
LC
353
LTG Capital
Massachusetts
$1.17M +$60.5K +2,760 +5%
MFC
354
Morris Financial Concepts
South Carolina
$1.17M -$241K -10,998 -17%
DWMG
355
DB Wealth Management Group
California
$1.17M -$426K -19,440 -27%
BCM
356
Boltwood Capital Management
California
$1.16M +$164K +7,500 +16%
PIA
357
Panoramic Investment Advisors
Colorado
$1.16M +$1.16M +53,148 New
SP
358
SWS Partners
Ohio
$1.16M +$9.73K +444 +0.8%
PAG
359
Private Advisor Group
New Jersey
$1.15M +$158K +7,218 +4%
CCM
360
Condor Capital Management
New Jersey
$1.15M -$65K -2,964 -5%
AL
361
Aspiriant LLC
California
$1.14M
DWM
362
Dakota Wealth Management
Florida
$1.13M -$31.4K -1,434 -3%
TWP
363
Transparent Wealth Partners
Arkansas
$1.12M +$19.3K +879 +2%
AA
364
Alesco Advisors
New York
$1.11M +$114K +5,190 +11%
SAM
365
S.A. Mason
Michigan
$1.11M -$12.5K -570 -1%
CA
366
Cambridge Advisors
Nebraska
$1.1M -$24.4K -1,113 -2%
KWM
367
Kingsview Wealth Management
Oregon
$1.1M +$20.1K +918 +2%
PCMC
368
Private Capital Management (Colorado)
Colorado
$1.1M -$123K -5,610 -10%
AG
369
Appleton Group
Wisconsin
$1.09M -$8.66M -394,953 -89%
BWM
370
Benchmark Wealth Management
Connecticut
$1.08M
NWMG
371
National Wealth Management Group
Ohio
$1.08M -$326K -14,862 -23%
OFS
372
Oldfather Financial Services
Nebraska
$1.07M +$20.3K +927 +2%
CBFP
373
Cedar Brook Financial Partners
Ohio
$1.07M +$41K +1,872 +4%
IFS
374
Ifrah Financial Services
Arkansas
$1.07M +$10.7K +486 +1%
DW
375
Domani Wealth
Pennsylvania
$1.06M -$2.1K -96 -0.2%