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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
451
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.41M – – –
ETC
452
Exchange Traded Concepts
Oklahoma
$1.4M +$1.31M +38,065 New
OPAM
453
Ocean Park Asset Management
California
$1.4M +$1.31M +38,065 New
GFA
454
Gallagher Fiduciary Advisors
Illinois
$1.39M +$173K +5,022 +15%
FI
455
FIDELIS iM
Oregon
$1.38M – – –
WCM
456
Wisconsin Capital Management
Wisconsin
$1.38M – – –
PFM
457
Phillips Financial Management
Indiana
$1.38M -$74K -2,149 -5%
AllianceBernstein
458
AllianceBernstein
Tennessee
$1.38M +$4.34K +126 +0.3%
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$1.37M -$11.6K -336 -0.9%
RWB
460
RMR Wealth Builders
New Jersey
$1.37M +$4.17K +121 +0.3%
NL
461
NWAM LLC
Washington
$1.37M +$144K +4,197 +13%
JC
462
JM2 Capital
Oklahoma
$1.37M +$33.7K +979 +3%
FPF
463
First Pacific Financial
Washington
$1.37M -$64.7K -1,880 -5%
JWBC
464
John W. Brooker & Co
California
$1.35M -$434K -12,600 -26%
OIM
465
Orca Investment Management
Oregon
$1.35M -$12.8K -372 -1%
SC
466
Shearwater Capital
Colorado
$1.34M – – –
GG
467
Greenwood Gearhart
Arkansas
$1.33M +$17.5K +508 +1%
CWM
468
Cornerstone Wealth Management
Missouri
$1.33M +$11.4K +331 +0.9%
BFG
469
Bouchey Financial Group
New York
$1.33M -$103K -3,000 -8%
PAM
470
Pegasus Asset Management
New York
$1.32M +$106K +3,083 +9%
Pathstone Holdings
471
Pathstone Holdings
New Jersey
$1.32M – – –
GWWM
472
Great Waters Wealth Management
Minnesota
$1.31M -$35.5K -1,030 -3%
MF
473
Manchester Financial
California
$1.31M -$5.09M -147,894 -81%
Vanguard Personalized Indexing Management
474
Vanguard Personalized Indexing Management
California
$1.31M -$37.4K -1,088 -3%
SWM
475
Sculati Wealth Management
Michigan
$1.3M -$10.2K -297 -0.8%