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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
451
Duncker Streett & Co
Missouri
$253K -$134K -8,223 -36%
LFAS
452
Level Four Advisory Services
Texas
$251K -$185K -11,376 -44%
CIP
453
Capital Insight Partners
Arizona
$251K +$233K +14,307 New
HI
454
Hendershot Investments
Virginia
$250K +$13.2K +807 +6%
PIM
455
Penobscot Investment Management
Massachusetts
$249K -$30.3K -1,860 -12%
SPIA
456
Steward Partners Investment Advisory
New York
$248K -$4.89K -300 -2%
Northern Trust
457
Northern Trust
Illinois
$243K -$48.9K -3,000 -18%
VC
458
Vicus Capital
Pennsylvania
$238K -$482K -29,574 -69%
BFG
459
Bouchey Financial Group
New York
$238K +$221K +13,551 New
NL
460
NWAM LLC
Washington
$236K +$219K +13,428 New
RC
461
Rovin Capital
Arizona
$234K -$14.4K -882 -6%
LA
462
LexAurum Advisors
Kansas
$230K +$214K +13,107 New
GRP
463
Global Retirement Partners
California
$229K +$92.5K +5,673 +77%
RG
464
Retirement Group
California
$229K +$213K +13,059 New
BRWA
465
B. Riley Wealth Advisors
Florida
$227K -$25.9K -1,590 -11%
SCA
466
Stillwater Capital Advisors
Pennsylvania
$227K +$210K +12,915 New
NFG
467
Next Financial Group
Texas
$226K -$22.1K -1,353 -10%
RWM
468
RBA Wealth Management
California
$226K +$210K +12,864 New
CFO
469
CVA Family Office
Colorado
$225K -$360K -22,086 -63%
EWM
470
Evermay Wealth Management
Virginia
$225K -$321K -19,698 -61%
NYLIM
471
New York Life Investment Management
New York
$222K +$206K +12,642 New
TPW
472
Tiller Private Wealth
Pennsylvania
$219K +$204K +12,510 New
SFS
473
Sowell Financial Services
Arkansas
$216K -$8.8K -540 -4%
SG
474
Somerset Group
Minnesota
$215K -$33.7K -2,067 -14%
PL
475
Plancorp LLC
Missouri
$214K -$64K -3,924 -24%