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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
401
Old Port Advisors
Maine
$792K -$83K -3,423 -10%
HI
402
Human Investing
Oregon
$791K -$24.3K -1,002 -3%
HWA
403
Heritage Way Advisors
Illinois
$779K -$14.6K -600 -2%
WAM
404
WNY Asset Management
New York
$778K -$20K -825 -3%
EP
405
Eudaimonia Partners
Tennessee
$763K
HA
406
HYA Advisors
Missouri
$759K +$146 +6 +0%
TAM
407
Townsend Asset Management
North Carolina
$755K +$728 +30 +0.1%
TFS
408
Thoroughbred Financial Services
Tennessee
$754K +$146 +6 +0%
SSWG
409
Seven Springs Wealth Group
Tennessee
$753K -$6.62K -273 -0.9%
CHA
410
Cooper/Haims Advisors
New York
$752K -$873 -36 -0.1%
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$748K +$35.1K +1,446 +5%
FT
412
Fiduciary Trust
Massachusetts
$745K -$7.28K -300 -1%
ACI
413
Alpha Cubed Investments
California
$733K
WCM
414
Wealthcare Capital Management
Virginia
$720K +$8.44K +348 +1%
HIC
415
Holderness Investments Company
North Carolina
$707K -$19K -783 -3%
WIA
416
Wealthstreet Investment Advisors
Texas
$694K +$5.97K +246 +0.9%
OPWM
417
Oakwell Private Wealth Management
Texas
$676K
SF
418
Summit Financial
New Jersey
$650K +$214K +8,841 +51%
SPIA
419
Steward Partners Investment Advisory
New York
$649K +$75.5K +3,114 +14%
PA
420
Parallel Advisors
California
$629K -$74.5K -3,072 -11%
MA
421
MONECO Advisors
Connecticut
$625K +$611K +25,176 New
Prudential Financial
422
Prudential Financial
New Jersey
$623K +$610K +25,131 New
PFS
423
Prospera Financial Services
Texas
$615K -$137K -5,658 -19%
TCM
424
Twele Capital Management
Minnesota
$610K -$53.8K -2,217 -8%
EWA
425
EP Wealth Advisors
California
$610K -$28.7K -1,182 -5%