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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
451
Summit Financial
New Jersey
$704K +$1.86K +81 +0.3%
GT
452
Greenleaf Trust
Michigan
$699K
PFBT
453
Parkside Financial Bank & Trust
Missouri
$699K +$41.5K +1,803 +6%
PAM
454
Pegasus Asset Management
New York
$698K -$5.18K -225 -0.7%
RZH
455
Relyea Zuckerberg Hanson
Connecticut
$697K +$2.56K +111 +0.4%
GC
456
Grimes & Company
Massachusetts
$691K -$30.1K -1,305 -4%
EFM
457
Eley Financial Management
Vermont
$684K -$34.9K -1,515 -5%
SSWG
458
Seven Springs Wealth Group
Tennessee
$679K
CP
459
Capital Planning
Washington
$678K +$40.2K +1,746 +6%
IWC
460
Integrated Wealth Concepts
Massachusetts
$675K +$687K +29,835 New
SWA
461
Stratos Wealth Advisors
Ohio
$670K -$29.6K -1,287 -4%
AAG
462
Armstrong Advisory Group
Massachusetts
$666K -$43.1K -1,872 -6%
CHA
463
Cooper/Haims Advisors
New York
$666K +$207 +9 +0%
FNBT
464
FineMark National Bank & Trust
Florida
$659K -$47.3K -2,055 -7%
PFC
465
Phocas Financial Corp
California
$658K +$611K +26,526 +1,040%
CM
466
Columbus Macro
Pennsylvania
$657K -$14.4K -624 -2%
WT
467
Whittier Trust
California
$651K -$355K -15,402 -35%
HWM
468
Heirloom Wealth Management
Colorado
$646K -$1.09M -47,475 -62%
FHB
469
First Hawaiian Bank
Hawaii
$643K
WC
470
Waterloo Capital
Texas
$640K +$652K +28,296 New
AGA
471
Arkos Global Advisors
Texas
$634K
WBCM
472
Wilson & Boucher Capital Management
California
$626K
CG
473
Colony Group
Massachusetts
$624K -$76.1K -3,303 -11%
FC
474
FCA Corp
Texas
$624K +$20.9K +906 +3%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$623K +$388K +16,842 +157%