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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$689K
NGA
402
Naples Global Advisors
Florida
$689K +$20K +957 +3%
OFS
403
Oldfather Financial Services
Nebraska
$676K +$22.4K +1,074 +4%
ACI
404
Alpha Cubed Investments
California
$672K
HIC
405
Holderness Investments Company
North Carolina
$665K -$10.2K -489 -2%
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$653K -$41.4K -1,983 -6%
WCM
407
Wealthcare Capital Management
Virginia
$652K -$125K -6,000 -17%
MS
408
Madden Securities
Texas
$651K -$207K -9,912 -26%
SF
409
Synovus Financial
Georgia
$650K -$563 -27 -0.1%
PA
410
Parallel Advisors
California
$646K +$2.38K +114 +0.4%
CWS
411
Cypress Wealth Services
California
$637K +$584K +28,026 New
WIA
412
Wealthstreet Investment Advisors
Texas
$631K -$12.5K -600 -2%
OPWM
413
Oakwell Private Wealth Management
Texas
$619K +$568K +27,246 New
NS
414
Newman & Schimel
Illinois
$613K +$562K +26,967 New
TCM
415
Twele Capital Management
Minnesota
$610K -$23.8K -1,143 -4%
MMHP
416
Murphy Middleton Hinkle & Parker
Georgia
$609K +$7.45K +357 +1%
EWA
417
EP Wealth Advisors
California
$586K -$10.3K -495 -2%
SCM
418
Stordahl Capital Management
Colorado
$580K
Susquehanna International Group
419
Susquehanna International Group
Pennsylvania
$576K -$1.18M -56,736 -69%
PFO
420
Pathstone Family Office
New Jersey
$549K
GVAG
421
Great Valley Advisor Group
Delaware
$543K -$165K -7,890 -25%
Brown Advisory
422
Brown Advisory
Maryland
$538K -$84.8K -4,065 -15%
CNFG
423
Creegan & Nassoura Financial Group
New Hampshire
$532K
FRA
424
Front Row Advisors
California
$531K -$29K -1,389 -6%
SPIA
425
Steward Partners Investment Advisory
New York
$524K +$190K +9,102 +65%