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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
451
Cassilly Financial Group
Maryland
$1.15M +$1.14M +38,392 New
SFGP
452
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.15M
CCM
453
Condor Capital Management
New Jersey
$1.14M -$17.2K -578 -1%
HIC
454
Holderness Investments Company
North Carolina
$1.14M +$26.7K +897 +2%
SIMC
455
Squire Investment Management Company
Utah
$1.14M +$45.5K +1,525 +4%
OIM
456
Orca Investment Management
Oregon
$1.13M +$2.98K +100 +0.3%
SIA
457
Serenity Investment Advisors
Illinois
$1.13M +$1.07M +35,988 New
FI
458
FIDELIS iM
Oregon
$1.13M +$621K +20,822 +125%
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$1.13M -$29.4K -985 -3%
SAI
460
Savvy Advisors Inc
New York
$1.13M -$21.8K -730 -2%
WCM
461
Wisconsin Capital Management
Wisconsin
$1.13M
SWM
462
Sculati Wealth Management
Michigan
$1.13M -$13.9K -466 -1%
GWWM
463
Great Waters Wealth Management
Minnesota
$1.12M +$11.7K +391 +1%
RWB
464
RMR Wealth Builders
New Jersey
$1.11M +$3.76K +126 +0.3%
CWM
465
Cornerstone Wealth Management
Missouri
$1.09M -$5.78K -194 -0.5%
CB
466
Commerce Bank
Missouri
$1.08M -$3.28K -110 -0.3%
Pathstone Holdings
467
Pathstone Holdings
New Jersey
$1.08M -$16.4K -549 -2%
AWC
468
Adamsbrown Wealth Consultants
Kansas
$1.06M +$3.13K +105 +0.3%
SCM
469
SOL Capital Management
Maryland
$1.06M +$60 +2 +0%
TC
470
Tenret Company
Florida
$1.05M
CWM
471
Chesapeake Wealth Management
Virginia
$1.05M -$6.71K -225 -0.6%
CS
472
Crescent Sterling
Louisiana
$1.05M -$37.1K -1,246 -3%
NL
473
NWAM LLC
Washington
$1.04M +$66.4K +2,226 +7%
ANTB
474
AMG National Trust Bank
Colorado
$1.04M
RW
475
Rede Wealth
Virginia
$1.04M +$1.03M +34,638 New