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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
451
Eudaimonia Partners
Tennessee
$715K -$63.2K -2,805 -8%
SSWG
452
Seven Springs Wealth Group
Tennessee
$711K
FNBT
453
FineMark National Bank & Trust
Florida
$708K +$17.3K +768 +3%
PSCM
454
Per Stirling Capital Management
Texas
$706K +$148K +6,549 +28%
Calamos Advisors
455
Calamos Advisors
Illinois
$701K -$35K -1,551 -5%
VAF
456
Values Added Financial
District of Columbia
$696K +$662K +29,391 New
LFAS
457
Level Four Advisory Services
Texas
$692K +$448K +19,875 +212%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$689K -$40.6K -1,803 -6%
TRCT
459
Tower Research Capital (TRC)
New York
$681K -$559K -24,786 -46%
FHB
460
First Hawaiian Bank
Hawaii
$674K
CHA
461
Cooper/Haims Advisors
New York
$673K -$22.8K -1,011 -3%
AAG
462
Armstrong Advisory Group
Massachusetts
$668K -$28.2K -1,251 -4%
CM
463
Columbus Macro
Pennsylvania
$662K -$24.7K -1,098 -4%
TA
464
TrueWealth Advisors
Alabama
$661K +$87.6K +3,888 +16%
WBCM
465
Wilson & Boucher Capital Management
California
$656K
WCM
466
Wealthcare Capital Management
Virginia
$644K +$134K +5,961 +28%
CG
467
Colony Group
Massachusetts
$640K -$13.2K -585 -2%
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$640K -$11.8K -525 -2%
EWM
469
Empirical Wealth Management
Washington
$638K +$115K +5,112 +23%
PP
470
Pegasus Partners
Wisconsin
$638K
JF
471
Joule Financial
Kentucky
$638K -$68 -3 -0%
WPW
472
Watershed Private Wealth
Illinois
$636K
SF
473
Synovus Financial
Georgia
$626K +$67.9K +3,015 +13%
CWA
474
Continuum Wealth Advisors
New York
$624K
BCA
475
Bay Colony Advisors
Massachusetts
$623K -$5.95K -264 -1%