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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIMC
451
Squire Investment Management Company
Utah
$1.17M
FI
452
FIDELIS iM
Oregon
$1.16M
WCM
453
Wisconsin Capital Management
Wisconsin
$1.16M
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$1.16M -$1.27K -40 -0.1%
SWM
455
Sculati Wealth Management
Michigan
$1.16M
OIM
456
Orca Investment Management
Oregon
$1.15M -$17.7K -555 -1%
RWB
457
RMR Wealth Builders
New Jersey
$1.15M -$1.37K -43 -0.1%
GWWM
458
Great Waters Wealth Management
Minnesota
$1.13M -$24.1K -757 -2%
Vanguard Personalized Indexing Management
459
Vanguard Personalized Indexing Management
California
$1.13M -$93.2K -2,926 -7%
SC
460
Shearwater Capital
Colorado
$1.12M +$1.15M +36,275 New
JC
461
JM2 Capital
Oklahoma
$1.12M +$180K +5,640 +19%
Pathstone Holdings
462
Pathstone Holdings
New Jersey
$1.11M
CWM
463
Cornerstone Wealth Management
Missouri
$1.11M -$14.7K -462 -1%
GG
464
Greenwood Gearhart
Arkansas
$1.1M +$666K +20,911 +142%
AWC
465
Adamsbrown Wealth Consultants
Kansas
$1.09M -$1.88K -59 -0.2%
CS
466
Crescent Sterling
Louisiana
$1.09M +$13.7K +431 +1%
CFP
467
Cascade Financial Partners
California
$1.09M +$116K +3,650 +12%
IWP
468
IAG Wealth Partners
Wisconsin
$1.08M -$125K -3,913 -10%
CCM
469
Condor Capital Management
New Jersey
$1.07M -$104K -3,255 -9%
ANTB
470
AMG National Trust Bank
Colorado
$1.07M
CWM
471
Chesapeake Wealth Management
Virginia
$1.07M -$8.69K -273 -0.8%
TC
472
Tenret Company
Florida
$1.06M -$21K -660 -2%
PCM
473
Pennsylvania Capital Management
Pennsylvania
$1.06M +$78.3K +2,458 +8%
LTL
474
Lowery Thomas LLC
California
$1.06M +$9.04K +284 +0.8%
RPGK
475
Retirement Planning Group (Kansas)
Kansas
$1.04M +$209K +6,569 +24%