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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
501
Calamos Advisors
Illinois
$679K -$10.1K -441 -2%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$678K +$137 +6 +0%
HA
503
Harfst & Associates
Wyoming
$678K -$80.9K -3,531 -12%
PP
504
Pegasus Partners
Wisconsin
$676K
FAG
505
Fortitude Advisory Group
Washington
$673K -$7.15K -312 -1%
BCI
506
Brinker Capital Investments
Pennsylvania
$670K -$721K -31,455 -54%
OPS
507
Orion Portfolio Solutions
Nebraska
$670K -$721K -31,455 -54%
BJL
508
Brighton Jones LLC
Washington
$665K +$355K +15,492 +141%
TAM
509
Townsend Asset Management
North Carolina
$662K +$1.38K +60 +0.2%
FC
510
FCA Corp
Texas
$659K -$37.6K -1,641 -6%
PS
511
Principal Securities
Iowa
$653K +$596K +26,025 New
CWA
512
Continuum Wealth Advisors
New York
$648K -$12.2K -534 -2%
JF
513
Joule Financial
Kentucky
$645K -$15.3K -666 -3%
FNBT
514
FineMark National Bank & Trust
Florida
$644K -$1.72K -75 -0.3%
CW
515
Cooksen Wealth
Texas
$643K +$587K +25,629 New
MA
516
Modus Advisors
Minnesota
$642K +$89.5K +3,906 +18%
Focus Partners Wealth
517
Focus Partners Wealth
Massachusetts
$634K +$579K +25,272 New
TA
518
TrueWealth Advisors
Alabama
$633K -$32.2K -1,407 -5%
BCA
519
Bay Colony Advisors
Massachusetts
$629K -$9.48K -414 -2%
UB
520
UMB Bank
Missouri
$628K
AGA
521
Arkos Global Advisors
Texas
$628K
YIA
522
YHB Investment Advisors
Connecticut
$626K -$3.3M -143,844 -85%
MF
523
Meridian Financial
Massachusetts
$625K -$10.2K -444 -2%
SPIA
524
Steward Partners Investment Advisory
New York
$623K -$2.27K -99 -0.4%
PTC
525
Private Trust Company
Ohio
$617K -$5.91K -258 -1%