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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
PFG Advisors
Arizona
$609K +$45.3K +1,869 +8%
AWM
427
Apollon Wealth Management
South Carolina
$608K +$301K +12,408 +102%
NS
428
Newman & Schimel
Illinois
$607K -$60.4K -2,490 -9%
VWA
429
Visionary Wealth Advisors
Illinois
$601K -$535K -22,041 -48%
Brown Advisory
430
Brown Advisory
Maryland
$585K -$2.55K -105 -0.4%
HTC
431
Haverford Trust Company
Pennsylvania
$579K +$566K +23,331 New
MS
432
Madden Securities
Texas
$568K -$140K -5,778 -20%
Calamos Advisors
433
Calamos Advisors
Illinois
$564K +$1.31K +54 +0.2%
SBH
434
Segall Bryant & Hamill
Illinois
$562K
BCA
435
Bay Colony Advisors
Massachusetts
$560K -$1.53K -63 -0.3%
FRA
436
Front Row Advisors
California
$550K -$29.1K -1,200 -5%
TWM
437
Triton Wealth Management
Arizona
$550K -$7.5K -309 -1%
OPS
438
Orion Portfolio Solutions
Nebraska
$548K +$293K +12,063 +120%
CNFG
439
Creegan & Nassoura Financial Group
New Hampshire
$542K -$38.2K -1,575 -7%
AIM
440
Aspen Investment Management
Michigan
$539K -$21.8K -900 -4%
FPCG
441
Fort Pitt Capital Group
Pennsylvania
$535K -$491K -20,223 -48%
SCM
442
Stordahl Capital Management
Colorado
$529K -$102K -4,215 -17%
Renaissance Technologies
443
Renaissance Technologies
New York
$528K +$517K +21,300 New
EWM
444
Empirical Wealth Management
Washington
$508K +$38.2K +1,575 +8%
CMO
445
Covenant Multifamily Offices
Texas
$504K -$30.5K -1,257 -6%
AIM
446
Avity Investment Management
Connecticut
$504K
CAG
447
Compass Advisory Group
New York
$498K +$291 +12 +0.1%
DAS
448
Dynamic Advisor Solutions
Arizona
$496K +$208K +8,568 +75%
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$489K -$34.6K -1,428 -7%
Fidelity Investments
450
Fidelity Investments
Massachusetts
$488K +$96.6K +3,981 +25%