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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
401
Princeton Global Asset Management
New Jersey
$802K -$38.4K -1,584 -5%
PFBT
402
Parkside Financial Bank & Trust
Missouri
$794K -$37K -1,524 -5%
OPA
403
Old Port Advisors
Maine
$792K -$83K -3,423 -10%
HI
404
Human Investing
Oregon
$791K -$24.3K -1,002 -3%
HWA
405
Heritage Way Advisors
Illinois
$779K -$14.6K -600 -2%
WAM
406
WNY Asset Management
New York
$778K -$20K -825 -3%
EP
407
Eudaimonia Partners
Tennessee
$763K – – –
HA
408
HYA Advisors
Missouri
$759K +$146 +6 +0%
TAM
409
Townsend Asset Management
North Carolina
$755K +$728 +30 +0.1%
TFS
410
Thoroughbred Financial Services
Tennessee
$754K +$146 +6 +0%
SSWG
411
Seven Springs Wealth Group
Tennessee
$753K -$6.62K -273 -0.9%
CHA
412
Cooper/Haims Advisors
New York
$752K -$873 -36 -0.1%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$748K +$35.1K +1,446 +5%
FT
414
Fiduciary Trust
Massachusetts
$745K -$7.28K -300 -1%
ACI
415
Alpha Cubed Investments
California
$733K – – –
WCM
416
Wealthcare Capital Management
Virginia
$720K +$8.44K +348 +1%
HIC
417
Holderness Investments Company
North Carolina
$707K -$19K -783 -3%
WIA
418
Wealthstreet Investment Advisors
Texas
$694K +$5.97K +246 +0.9%
OPWM
419
Oakwell Private Wealth Management
Texas
$676K – – –
SF
420
Summit Financial
New Jersey
$650K +$214K +8,841 +51%
SPIA
421
Steward Partners Investment Advisory
New York
$649K +$75.5K +3,114 +14%
PA
422
Parallel Advisors
California
$629K -$74.5K -3,072 -11%
MA
423
MONECO Advisors
Connecticut
$625K +$611K +25,176 New
Prudential Financial
424
Prudential Financial
New Jersey
$623K +$610K +25,131 New
PFS
425
Prospera Financial Services
Texas
$615K -$137K -5,658 -19%