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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
451
Stordahl Capital Management
Colorado
$556K
EWM
452
Empirical Wealth Management
Washington
$535K +$930 +36 +0.2%
AIM
453
Avity Investment Management
Connecticut
$529K
CAG
454
Compass Advisory Group
New York
$525K +$465 +18 +0.1%
APA
455
American Portfolios Advisors
New York
$517K +$6.59K +255 +1%
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$514K
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$514K +$139K +5,391 +37%
SFG
458
SevenBridge Financial Group
Pennsylvania
$511K +$20.1K +780 +4%
CC
459
Claybrook Capital
Massachusetts
$511K +$506K +19,602 New
DAS
460
Dynamic Advisor Solutions
Arizona
$510K -$11.8K -456 -2%
RPCA
461
Running Point Capital Advisors
California
$509K +$77 +3 +0%
BCM
462
Boltwood Capital Management
California
$508K +$50.8K +1,965 +11%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$490K +$139K +5,391 +40%
BFA
464
Beaumont Financial Advisors
Massachusetts
$489K -$22.1K -855 -4%
MWM
465
MBE Wealth Management
Wisconsin
$483K -$7.75K -300 -2%
TRCT
466
Tower Research Capital (TRC)
New York
$483K +$479K +18,528 New
PWM
467
Praetorian Wealth Management
California
$481K -$22.5K -873 -5%
TC
468
Telemus Capital
Michigan
$479K -$10.5K -405 -2%
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$470K -$35.6K -1,377 -7%
LNB
470
Ledyard National Bank
$465K
WDL
471
Well Done LLC
Michigan
$464K +$10.2K +396 +2%
G
472
Gainplan
Michigan
$462K -$23.2K -900 -5%
PP
473
Pegasus Partners
Wisconsin
$462K
IC
474
IEQ Capital
California
$458K
RPA
475
Rock Point Advisors
Vermont
$453K -$4.42K -171 -1%