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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
401
Sigma Planning Corp
Michigan
$562K +$273K +14,082 +101%
CA
402
Clearstead Advisors
Ohio
$560K +$813 +42 +0.2%
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$558K +$1.45K +75 +0.3%
NCM
404
Next Capital Management
New York
$535K -$566K -29,211 -52%
WCM
405
Wealthcare Capital Management
Virginia
$535K -$1.68K -87 -0.3%
APP
406
Avantax Planning Partners
Iowa
$531K +$47K +2,427 +10%
FAM
407
Foothills Asset Management
Arizona
$519K -$32.4K -1,671 -6%
JWCA
408
J.W. Cole Advisors
Florida
$512K +$494K +25,518 New
AIM
409
Aspen Investment Management
Michigan
$505K +$5.81K +300 +1%
BL
410
BFSG LLC
California
$503K +$137K +7,098 +39%
Calamos Advisors
411
Calamos Advisors
Illinois
$498K -$3.54K -183 -0.7%
EWM
412
Empirical Wealth Management
Washington
$497K -$9.18K -474 -2%
CIM
413
Contravisory Investment Management
Massachusetts
$495K +$72.3K +3,735 +18%
VWA
414
Visionary Wealth Advisors
Illinois
$495K +$479K +24,717 New
FRA
415
Front Row Advisors
California
$489K +$5.23K +270 +1%
CNFG
416
Creegan & Nassoura Financial Group
New Hampshire
$488K +$471K +24,315 New
MMHP
417
Murphy Middleton Hinkle & Parker
Georgia
$484K +$45K +2,322 +11%
MFG
418
MidWestOne Financial Group
Iowa
$478K -$113K -5,814 -20%
CPIG
419
Chicago Partners Investment Group
Illinois
$477K +$3.25K +168 +0.7%
PPA
420
Parametric Portfolio Associates
Washington
$466K +$450K +23,241 New
AFA
421
Arlington Financial Advisors
California
$458K +$11.3K +582 +3%
EWA
422
EP Wealth Advisors
California
$450K +$1.74K +90 +0.4%
SAM
423
SignalPoint Asset Management
Missouri
$449K +$105K +5,439 +32%
CRWM
424
Castle Rock Wealth Management
California
$447K +$290 +15 +0.1%
ZIM
425
Zacks Investment Management
Illinois
$441K +$173K +8,955 +69%