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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
476
Brinker Capital Investments
Pennsylvania
$756K -$41.6K -1,590 -5%
OPS
477
Orion Portfolio Solutions
Nebraska
$756K -$41.6K -1,590 -5%
FAG
478
Fortitude Advisory Group
Washington
$752K +$31.9K +1,221 +4%
RW
479
Rede Wealth
Virginia
$750K -$61.5K -2,349 -8%
LIWM
480
Long Island Wealth Management
New York
$741K
FHB
481
First Hawaiian Bank
Hawaii
$738K
PCM
482
Pennsylvania Capital Management
Pennsylvania
$738K -$71.1K -2,718 -9%
WF
483
Whelan Financial
California
$731K -$30.7K -1,173 -4%
Calamos Advisors
484
Calamos Advisors
Illinois
$731K +$6.2K +237 +0.8%
SCM
485
SOL Capital Management
Maryland
$729K -$66.3K -2,535 -8%
WBCM
486
Wilson & Boucher Capital Management
California
$726K
SWA
487
Stratos Wealth Advisors
Ohio
$725K +$43.7K +1,671 +6%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$720K
FPCP
489
Fort Point Capital Partners
California
$716K -$5.02K -192 -0.7%
EFM
490
Eley Financial Management
Vermont
$709K -$18.8K -720 -3%
WPW
491
Watershed Private Wealth
Illinois
$703K -$2.28K -87 -0.3%
PA
492
Planning Alternatives
Michigan
$701K -$2.59K -99 -0.4%
AAG
493
Armstrong Advisory Group
Massachusetts
$700K -$18.8K -720 -3%
PP
494
Pegasus Partners
Wisconsin
$699K
SAG
495
SageView Advisory Group
California
$694K +$699K +26,733 New
STA
496
Summit Trail Advisors
New York
$690K +$399K +15,246 +136%
FC
497
FCA Corp
Texas
$686K +$1.02K +39 +0.1%
JCFM
498
JBR Co Financial Management
Oklahoma
$681K -$1.96K -75 -0.3%
SPIA
499
Steward Partners Investment Advisory
New York
$679K +$78 +3 +0%
TAM
500
Townsend Asset Management
North Carolina
$679K -$6.04K -231 -0.9%