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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
426
Cozad Asset Management
Illinois
$841K
GIA
427
GHP Investment Advisors
Colorado
$839K +$62.3K +2,763 +9%
SFWA
428
Summit Financial Wealth Advisors
Louisiana
$839K
CIS
429
Continental Investors Services
Washington
$834K +$408K +18,108 +110%
SCA
430
Snowden Capital Advisors
New York
$834K +$2.91K +129 +0.4%
SQA
431
Simon Quick Advisors
New Jersey
$827K -$7.44K -330 -0.9%
ANTB
432
AMG National Trust Bank
Colorado
$820K -$10.1K -450 -1%
US Bancorp
433
US Bancorp
Minnesota
$809K -$118K -5,223 -13%
PRS
434
Pinkerton Retirement Specialists
Idaho
$809K
AWS
435
Atria Wealth Solutions
New York
$809K +$51.9K +2,304 +7%
PAM
436
Pegasus Asset Management
New York
$808K +$73.7K +3,270 +11%
VVP
437
Venture Visionary Partners
Ohio
$805K +$135 +6 +0%
IWC
438
Integrated Wealth Concepts
Massachusetts
$780K +$69.8K +3,099 +10%
CWM
439
Cornerstone Wealth Management
Missouri
$780K -$4.39K -195 -0.6%
SWM
440
Selective Wealth Management
Virginia
$760K +$720K +31,941 New
OCM
441
One Capital Management
California
$758K -$57.5K -2,550 -7%
PA
442
Planning Alternatives
Michigan
$751K -$125K -5,568 -15%
PGAM
443
Princeton Global Asset Management
New Jersey
$749K +$811 +36 +0.1%
FAG
444
Fortitude Advisory Group
Washington
$739K -$89.6K -3,978 -11%
RZH
445
Relyea Zuckerberg Hanson
Connecticut
$732K +$3.04K +135 +0.4%
GT
446
Greenleaf Trust
Michigan
$731K
HA
447
Harfst & Associates
Wyoming
$725K -$19.6K -870 -3%
EFM
448
Eley Financial Management
Vermont
$722K +$5.27K +234 +0.8%
SCM
449
SOL Capital Management
Maryland
$717K -$46K -2,040 -6%
ACI
450
Alpha Cubed Investments
California
$717K -$73.6K -3,267 -10%