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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
476
Brinker Capital Investments
Pennsylvania
$834K +$96K +3,765 +14%
OPS
477
Orion Portfolio Solutions
Nebraska
$834K +$96K +3,765 +14%
RJT
478
Raymond James Trust
Florida
$832K +$57.8K +2,268 +8%
SCM
479
SOL Capital Management
Maryland
$832K +$11.5K +450 +1%
PGAM
480
Princeton Global Asset Management
New Jersey
$823K +$31.1K +1,218 +4%
VAF
481
Values Added Financial
District of Columbia
$823K +$12.5K +492 +2%
EP
482
Eudaimonia Partners
Tennessee
$820K
SSWG
483
Seven Springs Wealth Group
Tennessee
$815K
PS
484
Principal Securities
Iowa
$811K +$98.3K +3,852 +15%
Pathstone Holdings
485
Pathstone Holdings
New Jersey
$809K -$282K -11,073 -27%
AA
486
Alesco Advisors
New York
$801K -$50.6K -1,983 -6%
WF
487
Whelan Financial
California
$797K -$11.2K -438 -1%
CG
488
Cynosure Group
Utah
$793K
S
489
Sachetta
Massachusetts
$791K
OBWG
490
Onyx Bridge Wealth Group
New York
$788K -$30.7K -1,203 -4%
LIWM
491
Long Island Wealth Management
New York
$775K +$995 +39 +0.1%
FHB
492
First Hawaiian Bank
Hawaii
$772K
EFM
493
Eley Financial Management
Vermont
$761K -$17K -666 -2%
WBCM
494
Wilson & Boucher Capital Management
California
$760K
Calamos Advisors
495
Calamos Advisors
Illinois
$758K +$23K +900 +3%
FPCP
496
Fort Point Capital Partners
California
$754K -$4.97K -195 -0.7%
FAG
497
Fortitude Advisory Group
Washington
$754K +$24.7K +969 +4%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$753K
WPW
499
Watershed Private Wealth
Illinois
$738K +$338K +13,263 +95%
PA
500
Planning Alternatives
Michigan
$736K -$14.5K -567 -2%