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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
426
US Bancorp
Minnesota
$351K -$3.33K -180 -0.9%
FNBT
427
FineMark National Bank & Trust
Florida
$345K – – –
PWMG
428
Prestige Wealth Management Group
New Jersey
$344K -$820K -44,277 -70%
PCM
429
Pennsylvania Capital Management
Pennsylvania
$343K +$331K +17,853 New
WWM
430
Windsor Wealth Management
Indiana
$341K -$1.83K -99 -0.6%
SFG
431
SevenBridge Financial Group
Pennsylvania
$336K +$38.2K +2,061 +13%
RPA
432
Rock Point Advisors
Vermont
$335K +$29.5K +1,590 +10%
ACM
433
Armbruster Capital Management
New York
$331K -$57.2K -3,087 -15%
AAS
434
Avantax Advisory Services
Texas
$331K +$331K +17,847 New
MWM
435
MBE Wealth Management
Wisconsin
$329K – – –
IC
436
IEQ Capital
California
$325K – – –
PI
437
Pachira Investments
California
$321K – – –
HCIA
438
Hochman Cole Investment Advisors
Illinois
$320K +$56 +3 +0%
SFG
439
Sunburst Financial Group
Alabama
$318K -$2.61K -141 -0.8%
BFG
440
Bouchey Financial Group
New York
$306K +$55.7K +3,006 +22%
DWM
441
Destination Wealth Management
California
$305K +$29.6K +1,596 +11%
WDL
442
Well Done LLC
Michigan
$301K -$3.89K -210 -1%
AllianceBernstein
443
AllianceBernstein
Tennessee
$301K – – –
PIM
444
Penobscot Investment Management
Massachusetts
$301K +$38.9K +2,100 +15%
WQ
445
Wealth Quarterback
New Jersey
$300K – – –
PPA
446
Parametric Portfolio Associates
Washington
$299K -$18.7K -1,008 -6%
PAM
447
Peak Asset Management
Colorado
$297K -$30K -1,620 -9%
BCM
448
Boltwood Capital Management
California
$297K -$5.56K -300 -2%
Fidelity Investments
449
Fidelity Investments
Massachusetts
$293K +$171K +9,237 +140%
TI
450
Trexquant Investment
Connecticut
$286K +$287K +15,471 New