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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
376
Heritage Way Advisors
Illinois
$533K +$86.9K +4,689 +19%
SIM
377
Sadoff Investment Management
Wisconsin
$530K +$531K +28,662 New
SF
378
Synovus Financial
Georgia
$528K +$530K +28,617 New
OFS
379
Oldfather Financial Services
Nebraska
$526K +$1.72K +93 +0.3%
PA
380
Parallel Advisors
California
$524K -$109K -5,898 -17%
WIA
381
Wealthstreet Investment Advisors
Texas
$524K
TCM
382
Twele Capital Management
Minnesota
$517K -$26.4K -1,425 -5%
SCM
383
Southport Capital Management
Tennessee
$515K +$45.8K +2,472 +10%
Brown Advisory
384
Brown Advisory
Maryland
$513K -$47.6K -2,568 -8%
FWM
385
Frontier Wealth Management
Missouri
$501K -$36K -1,944 -7%
MMHP
386
Murphy Middleton Hinkle & Parker
Georgia
$489K -$21K -1,131 -4%
BCWM
387
Blue Chip Wealth Management
Florida
$486K -$18.4K -993 -4%
EWA
388
EP Wealth Advisors
California
$486K +$487K +26,280 New
IAP
389
Indie Asset Partners
Indiana
$480K -$239K -12,927 -33%
SCM
390
Stordahl Capital Management
Colorado
$472K
PFO
391
Pathstone Family Office
New Jersey
$447K +$448K +24,165 New
SPC
392
Sigma Planning Corp
Michigan
$446K +$8.67K +468 +2%
EWM
393
Empirical Wealth Management
Washington
$445K +$446K +24,090 New
BRWA
394
B. Riley Wealth Advisors
Florida
$443K +$206K +11,100 +86%
FPCG
395
Fort Pitt Capital Group
Pennsylvania
$440K -$242K -13,056 -35%
CNFG
396
Creegan & Nassoura Financial Group
New Hampshire
$433K -$8.34K -450 -2%
FNC
397
First National Corp
Massachusetts
$432K -$56.9K -3,072 -0.7%
TWM
398
Triton Wealth Management
Arizona
$431K -$1.11K -60 -0.3%
BA
399
Ballast Advisors
Minnesota
$429K -$1.44M -77,478 -77%
CMO
400
Covenant Multifamily Offices
Texas
$429K -$183K -9,882 -30%