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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
426
L.J. Altfest & Co
New York
$1.33M -$72K -2,262 -5%
AAS
427
Ameritas Advisory Services
Nebraska
$1.33M +$134K +4,216 +11%
SHJ
428
Sharkey, Howes & Javer
Colorado
$1.32M -$40.1K -1,258 -3%
WA
429
Whipplewood Advisors
Colorado
$1.31M -$49.3K -1,547 -4%
ECM
430
Evergreen Capital Management
Washington
$1.3M
SIA
431
Serenity Investment Advisors
Illinois
$1.29M +$33K +1,038 +3%
CWG
432
Cornerstone Wealth Group
North Carolina
$1.29M -$370K -11,624 -23%
SPP
433
Single Point Partners
Massachusetts
$1.28M +$26.8K +842 +2%
WA
434
WP Advisors
California
$1.28M +$3.28K +103 +0.3%
NGA
435
Naples Global Advisors
Florida
$1.27M +$48.2K +1,513 +4%
ATI
436
ARK & TLK Investments
Oklahoma
$1.27M
CFG
437
Cassilly Financial Group
Maryland
$1.27M +$81.6K +2,562 +7%
BFG
438
Bouchey Financial Group
New York
$1.27M
GIA
439
GHP Investment Advisors
Colorado
$1.26M +$33.2K +1,044 +3%
HNB
440
Huntington National Bank
Ohio
$1.26M
CIR
441
Clear Investment Research
Georgia
$1.24M +$191 +6 +0%
WMWM
442
Wilkins Miller Wealth Management
Alabama
$1.23M +$6.59K +207 +0.5%
FIA
443
Foundations Investment Advisors
Arizona
$1.23M -$67.9K -2,134 -5%
PFM
444
Phillips Financial Management
Indiana
$1.22M -$128K -4,024 -9%
William Blair & Company
445
William Blair & Company
Illinois
$1.22M +$2.17K +68 +0.2%
SAM
446
Sawgrass Asset Management
Florida
$1.21M -$2.87K -90 -0.2%
FPF
447
First Pacific Financial
Washington
$1.21M -$17.3K -543 -1%
HIC
448
Holderness Investments Company
North Carolina
$1.18M +$12.3K +385 +1%
SFGP
449
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.18M
IAN
450
Integrated Advisors Network
Texas
$1.18M -$384K -12,069 -24%