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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
451
Duncker Streett & Co
Missouri
$144K
TNBTD
452
Trustmark National Bank Trust Department
Mississippi
$143K -$140K -7,500 -50%
SLF
453
Sun Life Financial
Ontario, Canada
$136K
OAM
454
Oppenheimer Asset Management
New York
$135K +$49K +2,619 +58%
RIA
455
Realta Investment Advisors
Delaware
$134K +$130K +6,969 New
VFA
456
Valeo Financial Advisors
Indiana
$126K +$2.52K +135 +2%
OIA
457
Optimum Investment Advisors
Illinois
$118K +$1.18K +63 +1%
GWM
458
Geneos Wealth Management
Colorado
$114K
HCM
459
Horan Capital Management
Maryland
$110K
LWANC
460
Laurel Wealth Advisors (North Carolina)
North Carolina
$97K +$16.8K +900 +21%
GT
461
Glenmede Trust
Pennsylvania
$89K +$56 +3 +0.1%
Bank of Montreal
462
Bank of Montreal
Ontario, Canada
$87K -$68.5K -3,660 -44%
CDIA
463
Capital Directions Investment Advisors
Georgia
$83K
GRP
464
Global Retirement Partners
California
$81K +$30.8K +1,644 +62%
CFA
465
Carroll Financial Associates
North Carolina
$81K +$80.3K +4,293 New
S
466
SignatureFD
Georgia
$80K -$276K -14,760 -78%
SQA
467
Simon Quick Advisors
New Jersey
$79.4K +$7.86K +420 +11%
PC
468
Permanens Capital
New York
$78K +$8.42K +450 +12%
TSW
469
Thompson Siegel & Walmsley
Virginia
$74K
CIAS
470
Capital Investment Advisory Services
North Carolina
$68K +$9.09K +486 +16%
EI
471
Ellevest Inc
New York
$62K -$3.93K -210 -6%
CAL
472
Capital Advisors Ltd
Ohio
$60K
FHA
473
First Horizon Advisors
Tennessee
$58K -$14.1K -753 -20%
TWA
474
TCI Wealth Advisors
Arizona
$52K -$40.2K -2,148 -44%
CAC
475
Certified Advisory Corp
Florida
$48K -$41.5K -2,220 -47%