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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
376
FIDELIS iM
Oregon
$1.06M
PCM
377
Pennsylvania Capital Management
Pennsylvania
$1.06M +$217K +9,888 +27%
EH
378
Equitable Holdings
New York
$1.05M -$292K -13,344 -22%
WCM
379
Wisconsin Capital Management
Wisconsin
$1.05M
MWA
380
Motive Wealth Advisors
Michigan
$1.05M
CAM
381
Chandler Asset Management
California
$1.05M
Janney Montgomery Scott
382
Janney Montgomery Scott
Pennsylvania
$1.04M -$54.8K -2,502 -5%
SQA
383
Simon Quick Advisors
New Jersey
$1.04M +$3.55K +162 +0.3%
WF
384
Warner Financial
Maryland
$1.04M +$373K +17,016 +56%
HI
385
Harbour Investments
Wisconsin
$1.04M -$9.6K -438 -0.9%
LB
386
Legacy Bridge
Iowa
$1.02M
AAS
387
Avantax Advisory Services
Texas
$1.01M +$44.1K +2,010 +5%
PFM
388
Phillips Financial Management
Indiana
$1M +$40.1K +1,830 +4%
FLPIM
389
F.L. Putnam Investment Management
Massachusetts
$1,000K -$65.8K -3,000 -6%
SFG
390
StrategIQ Financial Group
Indiana
$999K
SPC
391
Sigma Planning Corp
Michigan
$984K -$159K -7,248 -14%
LJAC
392
L.J. Altfest & Co
New York
$973K -$118K -5,403 -11%
SCA
393
Snowden Capital Advisors
New York
$973K
WT
394
Whittier Trust
California
$966K +$931K +42,477 +2,497%
AFA
395
Arlington Financial Advisors
California
$953K +$18.6K +849 +2%
WF
396
Whelan Financial
California
$952K +$713K +32,517 +295%
TFS
397
Thoroughbred Financial Services
Tennessee
$950K -$153K -6,981 -14%
OIM
398
Orca Investment Management
Oregon
$934K -$263 -12 -0%
PA
399
Planning Alternatives
Michigan
$929K -$116K -5,304 -11%
PCM
400
Parsons Capital Management
Rhode Island
$929K +$11.7K +534 +1%