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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
401
MCF Advisors
Kentucky
$1.01M -$561K -24,897 -37%
LJAC
402
L.J. Altfest & Co
New York
$1M -$50.5K -2,241 -5%
Prudential Financial
403
Prudential Financial
New Jersey
$996K +$24.6K +1,092 +3%
BWL
404
Bogart Wealth LLC
Virginia
$993K +$18.6K +825 +2%
PFC
405
Phocas Financial Corp
California
$988K +$285K +12,645 +43%
NWMG
406
National Wealth Management Group
Ohio
$985K -$112K -4,983 -11%
TFS
407
Thoroughbred Financial Services
Tennessee
$980K -$124K -5,508 -12%
CIR
408
Clear Investment Research
Georgia
$972K +$62.9K +2,790 +7%
LTL
409
Lowery Thomas LLC
California
$967K -$15.3K -678 -2%
MCM
410
Mitchell Capital Management
Kansas
$966K -$99.9K -4,431 -10%
NGA
411
Naples Global Advisors
Florida
$961K -$7.64K -339 -0.8%
BIA
412
Bigelow Investment Advisors
Maine
$938K -$36.6K -1,626 -4%
SF
413
Summit Financial
New Jersey
$929K +$182K +8,076 +26%
DI
414
Diligent Investors
California
$915K +$53.4K +2,370 +7%
SAM
415
Sawgrass Asset Management
Florida
$894K +$14.3K +636 +2%
PVI
416
Pine Valley Investments
New Jersey
$889K +$847K +37,563 New
SIC
417
Sigma Investment Counselors
Michigan
$888K +$3.92K +174 +0.5%
RWP
418
RWA Wealth Partners
Massachusetts
$887K +$844K +37,443 New
CWM
419
Cedar Wealth Management
California
$882K +$48.5K +2,154 +6%
LWM
420
Laidlaw Wealth Management
New York
$877K +$541 +24 +0.1%
CP
421
Capital Planning
Washington
$876K +$159K +7,035 +23%
Fidelity Investments
422
Fidelity Investments
Massachusetts
$871K -$102K -4,509 -11%
AA
423
Alesco Advisors
New York
$866K +$68 +3 +0%
PSF
424
Pacific Sun Financial
California
$861K +$858K +38,076 New
FT
425
Fiduciary Trust
Massachusetts
$845K -$6.76K -300 -0.8%