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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
376
Cooper/Haims Advisors
New York
$697K -$30K -1,551 -4%
PFC
377
Phocas Financial Corp
California
$694K
HIC
378
Hartline Investment Corp
Illinois
$690K -$106K -5,463 -14%
Renaissance Technologies
379
Renaissance Technologies
New York
$677K +$189K +9,753 +41%
SCM
380
SOL Capital Management
Maryland
$674K +$5.81K +300 +0.9%
LF
381
LifeSteps Financial
California
$668K +$645K +33,327 New
SQA
382
Simon Quick Advisors
New Jersey
$667K +$514K +26,547 +394%
PAM
383
Pegasus Asset Management
New York
$664K +$11.6K +600 +2%
FWM
384
Frontier Wealth Management
Missouri
$659K -$16.6K -855 -3%
SG
385
StoneX Group
New York
$655K -$6.45K -333 -1%
CIR
386
Clear Investment Research
Georgia
$655K +$33.4K +1,725 +6%
PFS
387
Prospera Financial Services
Texas
$648K +$101K +5,208 +19%
BAC
388
Boys Arnold & Co
North Carolina
$633K +$86.8K +4,485 +17%
EP
389
Eudaimonia Partners
Tennessee
$624K +$602K +31,110 New
CWM
390
Confluence Wealth Management
Oregon
$614K +$11.7K +603 +2%
PIA
391
Pinion Investment Advisors
Kansas
$614K +$44.6K +2,304 +8%
NRI
392
NFP Retirement Inc
California
$612K +$592K +30,573 New
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$608K +$20.2K +1,041 +4%
Brown Advisory
394
Brown Advisory
Maryland
$604K -$24.7K -1,275 -4%
Lido Advisors
395
Lido Advisors
California
$604K +$10.5K +540 +2%
FAIM
396
Financial Advocates Investment Management
Washington
$597K +$56.6K +2,925 +11%
SFG
397
Sunburst Financial Group
Alabama
$592K +$572K +29,532 New
NCM
398
Novare Capital Management
North Carolina
$586K +$138K +7,149 +32%
LNB
399
Ledyard National Bank
$574K -$40.7K -2,100 -7%
PSF
400
Pacific Sun Financial
California
$568K -$116 -6 -0%