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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
Benchmark Wealth Management
Connecticut
$1.21M
FT
377
Fiduciary Trust
Massachusetts
$1.2M +$274K +10,275 +30%
SFS
378
Sowell Financial Services
Arkansas
$1.18M +$90K +3,375 +8%
OCM
379
One Capital Management
California
$1.18M -$10.8K -405 -0.9%
OIM
380
Orca Investment Management
Oregon
$1.14M -$52.9K -1,983 -4%
Lido Advisors
381
Lido Advisors
California
$1.11M +$71.7K +2,688 +7%
CCM
382
Cribstone Capital Management
Maine
$1.11M -$33.9K -1,272 -3%
Fidelity Investments
383
Fidelity Investments
Massachusetts
$1.09M +$176K +6,600 +19%
WIA
384
World Investment Advisors
California
$1.09M +$1.14M +42,768 New
OFS
385
Oldfather Financial Services
Nebraska
$1.07M +$114K +4,269 +11%
FAG
386
Fortitude Advisory Group
Washington
$1.06M +$1.06M +39,735 New
NGA
387
Naples Global Advisors
Florida
$1.04M +$41.2K +1,545 +4%
AGA
388
Arkos Global Advisors
Texas
$1.03M
MCM
389
Mitchell Capital Management
Kansas
$1.03M +$33.1K +1,242 +3%
SWA
390
Stratos Wealth Advisors
Ohio
$1.02M -$43.2K -1,620 -4%
CIR
391
Clear Investment Research
Georgia
$1.01M
BPM
392
Bowling Portfolio Management
Ohio
$1M -$55.1K -2,067 -5%
Bank of New York Mellon
393
Bank of New York Mellon
New York
$1M -$35.9K -1,347 -3%
PSF
394
Pacific Sun Financial
California
$993K +$96K +3,600 +11%
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$991K +$440K +16,500 +81%
CAM
396
Cozad Asset Management
Illinois
$980K +$58K +2,175 +6%
SF
397
Summit Financial
New Jersey
$974K -$21.9K -822 -2%
BCI
398
Brinker Capital Investments
Pennsylvania
$973K +$968K +36,303 New
SFWA
399
Summit Financial Wealth Advisors
Louisiana
$972K
AFA
400
Arlington Financial Advisors
California
$969K +$15.4K +576 +2%