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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
451
Pegasus Asset Management
New York
$696K -$77.5K -3,270 -10%
HA
452
Harfst & Associates
Wyoming
$689K -$1.78K -75 -0.2%
JWCA
453
J.W. Cole Advisors
Florida
$685K +$116K +4,902 +19%
SCM
454
SOL Capital Management
Maryland
$683K +$71 +3 +0%
EP
455
Eudaimonia Partners
Tennessee
$681K
CFB
456
Cullen/Frost Bankers
Texas
$681K +$715K +30,198 New
SSWG
457
Seven Springs Wealth Group
Tennessee
$677K
PGAM
458
Princeton Global Asset Management
New Jersey
$672K -$44.3K -1,869 -6%
VAF
459
Values Added Financial
District of Columbia
$670K +$7.53K +318 +1%
SWM
460
Selective Wealth Management
Virginia
$667K -$39.8K -1,680 -5%
ACI
461
Alpha Cubed Investments
California
$667K -$16.9K -714 -2%
CG
462
Cynosure Group
Utah
$659K -$402K -16,971 -37%
SWA
463
Stratos Wealth Advisors
Ohio
$646K +$92.4K +3,900 +16%
EFM
464
Eley Financial Management
Vermont
$643K -$49K -2,067 -7%
FHB
465
First Hawaiian Bank
Hawaii
$642K
OBWG
466
Onyx Bridge Wealth Group
New York
$640K +$50.1K +2,115 +8%
WBCM
467
Wilson & Boucher Capital Management
California
$631K +$7.11K +300 +1%
FC
468
FCA Corp
Texas
$629K +$79K +3,336 +14%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$626K -$31.8K -1,341 -5%
AAG
470
Armstrong Advisory Group
Massachusetts
$625K -$12.4K -522 -2%
Calamos Advisors
471
Calamos Advisors
Illinois
$620K -$51.2K -2,160 -7%
FAG
472
Fortitude Advisory Group
Washington
$612K -$96.5K -4,071 -13%
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$609K +$71 +3 +0%
PP
474
Pegasus Partners
Wisconsin
$608K
WPW
475
Watershed Private Wealth
Illinois
$606K