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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
401
Thoroughbred Financial Services
Tennessee
$958K +$25.4K +1,071 +3%
NGA
402
Naples Global Advisors
Florida
$957K +$43K +1,815 +4%
WOSD
403
WFA of San Diego
California
$947K -$95.9K -4,047 -9%
LTL
404
Lowery Thomas LLC
California
$946K +$25.2K +1,062 +3%
Prudential Financial
405
Prudential Financial
New Jersey
$932K -$17.9K -756 -2%
CAG
406
Csenge Advisory Group
Florida
$929K -$48.2K -2,034 -5%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$928K +$104K +4,380 +12%
CIR
408
Clear Investment Research
Georgia
$928K +$1.35K +57 +0.1%
CI
409
CX Institutional
Indiana
$915K +$961K +40,551 New
NWMG
410
National Wealth Management Group
Ohio
$911K -$14K -591 -1%
SQA
411
Simon Quick Advisors
New Jersey
$909K +$127K +5,376 +15%
SIC
412
Sigma Investment Counselors
Michigan
$908K +$65K +2,745 +7%
CP
413
Capital Planning
Washington
$895K +$63.1K +2,664 +7%
BIA
414
Bigelow Investment Advisors
Maine
$893K -$640 -27 -0.1%
SF
415
Summit Financial
New Jersey
$887K +$1.92K +81 +0.2%
PCMC
416
Private Capital Management (Colorado)
Colorado
$880K -$110K -4,662 -11%
HF
417
Halpern Financial
Virginia
$870K +$520K +21,930 +132%
MWA
418
Motive Wealth Advisors
Michigan
$869K -$223K -9,420 -20%
SAM
419
Sawgrass Asset Management
Florida
$862K +$10.7K +450 +1%
DCM
420
Donaldson Capital Management
Indiana
$862K +$905K +38,196 New
Natixis Advisors
421
Natixis Advisors
Massachusetts
$849K +$892K +37,635 New
RWP
422
RWA Wealth Partners
Massachusetts
$845K +$142 +6 +0%
PSF
423
Pacific Sun Financial
California
$842K -$17.8K -750 -2%
CAM
424
Cozad Asset Management
Illinois
$802K
DI
425
Diligent Investors
California
$801K -$75K -3,165 -8%