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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
476
Twele Capital Management
Minnesota
$482K +$277 +12 +0.1%
AIM
477
Aspen Investment Management
Michigan
$478K +$1.66K +72 +0.3%
EWM
478
Empirical Wealth Management
Washington
$476K -$2.77K -120 -0.5%
FRA
479
Front Row Advisors
California
$475K
SPIA
480
Steward Partners Investment Advisory
New York
$469K -$13.8K -597 -3%
MF
481
Meridian Financial
Massachusetts
$469K +$34.6K +1,500 +7%
TWM
482
Triton Wealth Management
Arizona
$463K -$20.5K -888 -4%
PFC
483
Phocas Financial Corp
California
$457K
WCM
484
Wealthcare Capital Management
Virginia
$451K
Brown Advisory
485
Brown Advisory
Maryland
$449K
SCM
486
Stordahl Capital Management
Colorado
$443K
OPWM
487
Oakwell Private Wealth Management
Texas
$442K -$24K -1,041 -5%
MCA
488
Millennium Capital Advisors
Arkansas
$438K -$8.38K -363 -2%
CNFG
489
Creegan & Nassoura Financial Group
New Hampshire
$432K -$13.8K -600 -3%
WPC
490
Wedmont Private Capital
Pennsylvania
$425K -$14K -606 -3%
HTC
491
Haverford Trust Company
Pennsylvania
$425K
EWM
492
Evermay Wealth Management
Virginia
$425K +$294K +12,735 +168%
WWM
493
Western Wealth Management
Colorado
$424K -$31.5K -1,365 -6%
HIF
494
Hill Island Financial
Michigan
$421K +$2.08K +90 +0.4%
AIM
495
Avity Investment Management
Connecticut
$415K
AFG
496
Albion Financial Group
Utah
$413K -$25.2K -1,092 -5%
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$412K
MS
498
Madden Securities
Texas
$408K -$5.12K -222 -1%
FNBOMD
499
First National Bank of Mount Dora
Florida
$407K +$241K +10,458 +116%
Rockefeller Capital Management
500
Rockefeller Capital Management
New York
$405K +$244K +10,575 +120%