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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GB
376
Goepper Burkhardt
South Carolina
$921K -$34.8K -1,560 -3%
BCM
377
Boltwood Capital Management
California
$921K +$86.9K +3,894 +9%
SCA
378
Snowden Capital Advisors
New York
$897K -$1.94K -87 -0.2%
AAS
379
Avantax Advisory Services
Texas
$895K +$175K +7,866 +22%
PFM
380
Phillips Financial Management
Indiana
$890K -$602 -27 -0.1%
GC
381
Grimes & Company
Massachusetts
$880K +$236K +10,599 +32%
PAMG
382
Patton Albertson Miller Group
Tennessee
$869K -$48.1K -2,154 -5%
OIM
383
Orca Investment Management
Oregon
$862K -$27.8K -1,248 -3%
AFA
384
Arlington Financial Advisors
California
$862K +$15.6K +699 +2%
Prudential Financial
385
Prudential Financial
New Jersey
$852K +$64.8K +2,904 +7%
PCM
386
Parsons Capital Management
Rhode Island
$846K -$20K -897 -2%
PSF
387
Pacific Sun Financial
California
$824K -$6.02K -270 -0.7%
MCM
388
Mitchell Capital Management
Kansas
$813K -$3.55K -159 -0.4%
NGA
389
Naples Global Advisors
Florida
$810K -$12.2K -549 -1%
LWM
390
Laidlaw Wealth Management
New York
$808K -$44.8K -2,007 -5%
FAG
391
Fortitude Advisory Group
Washington
$798K -$6.76K -303 -0.8%
RW
392
Rede Wealth
Virginia
$789K +$119K +5,331 +16%
FT
393
Fiduciary Trust
Massachusetts
$783K
MA
394
MCF Advisors
Kentucky
$783K +$27.1K +1,215 +3%
SWA
395
Stratos Wealth Advisors
Ohio
$783K +$112K +5,040 +15%
Fidelity Investments
396
Fidelity Investments
Massachusetts
$775K -$34.8K -1,560 -4%
Lido Advisors
397
Lido Advisors
California
$774K -$21.6K -966 -2%
FHA
398
Flagship Harbor Advisors
Massachusetts
$768K +$142K +6,369 +20%
SFWA
399
Summit Financial Wealth Advisors
Louisiana
$766K
CIR
400
Clear Investment Research
Georgia
$761K