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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
501
Bank of New York Mellon
New York
$512K +$33.7K +1,422 +7%
BL
502
BCWM LLC
Kansas
$512K +$28.5K +1,203 +6%
Brown Advisory
503
Brown Advisory
Maryland
$505K
GC
504
Grimes & Company
Massachusetts
$505K -$4.97K -210 -0.9%
BI
505
Berkeley Inc
Idaho
$504K -$5.33K -225 -1%
VC
506
Vicus Capital
Pennsylvania
$490K +$1.21K +51 +0.2%
MA
507
Modus Advisors
Minnesota
$489K -$924 -39 -0.2%
WF
508
Whelan Financial
California
$486K -$49.8K -2,103 -9%
WSWA
509
Warren Street Wealth Advisors
California
$482K -$29.2K -1,233 -5%
FRA
510
Front Row Advisors
California
$479K -$498 -21 -0.1%
CIBC Private Wealth Group
511
CIBC Private Wealth Group
Georgia
$477K +$299K +12,609 +148%
EWM
512
Empirical Wealth Management
Washington
$476K -$139K -5,847 -22%
WPC
513
Wedmont Private Capital
Pennsylvania
$476K +$71 +3 +0%
CNFG
514
Creegan & Nassoura Financial Group
New Hampshire
$466K
WT
515
Whittier Trust
California
$463K -$1.99K -84 -0.4%
OPWM
516
Oakwell Private Wealth Management
Texas
$460K
SCM
517
Stordahl Capital Management
Colorado
$459K -$924 -39 -0.2%
HIF
518
Hill Island Financial
Michigan
$459K
APW
519
Aurora Private Wealth
New Jersey
$447K -$4.48K -189 -0.9%
CS
520
Comerica Securities
Michigan
$444K -$25.6K -1,080 -5%
MWP
521
Madison Wealth Partners
Wisconsin
$444K +$36.7K +1,548 +9%
APSI
522
Asset Planning Services Inc
Louisiana
$440K +$2.84K +120 +0.6%
TCM
523
Twele Capital Management
Minnesota
$435K -$924 -39 -0.2%
HI
524
Hendershot Investments
Virginia
$431K +$8.81K +372 +2%
CAG
525
Curtis Advisory Group
California
$425K -$12.9K -546 -3%