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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$678K +$137 +6 +0%
HA
502
Harfst & Associates
Wyoming
$678K -$80.9K -3,531 -12%
PP
503
Pegasus Partners
Wisconsin
$676K – – –
FAG
504
Fortitude Advisory Group
Washington
$673K -$7.15K -312 -1%
BCI
505
Brinker Capital Investments
Pennsylvania
$670K -$721K -31,455 -54%
OPS
506
Orion Portfolio Solutions
Nebraska
$670K -$721K -31,455 -54%
BJL
507
Brighton Jones LLC
Washington
$665K +$355K +15,492 +141%
TAM
508
Townsend Asset Management
North Carolina
$662K +$1.38K +60 +0.2%
FC
509
FCA Corp
Texas
$659K -$37.6K -1,641 -6%
PS
510
Principal Securities
Iowa
$653K +$596K +26,025 New
CWA
511
Continuum Wealth Advisors
New York
$648K -$12.2K -534 -2%
JF
512
Joule Financial
Kentucky
$645K -$15.3K -666 -3%
FNBT
513
FineMark National Bank & Trust
Florida
$644K -$1.72K -75 -0.3%
CW
514
Cooksen Wealth
Texas
$643K +$587K +25,629 New
MA
515
Modus Advisors
Minnesota
$642K +$89.5K +3,906 +18%
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$634K +$579K +25,272 New
TA
517
TrueWealth Advisors
Alabama
$633K -$32.2K -1,407 -5%
BCA
518
Bay Colony Advisors
Massachusetts
$629K -$9.48K -414 -2%
UB
519
UMB Bank
Missouri
$628K – – –
AGA
520
Arkos Global Advisors
Texas
$628K – – –
YIA
521
YHB Investment Advisors
Connecticut
$626K -$3.3M -143,844 -85%
MF
522
Meridian Financial
Massachusetts
$625K -$10.2K -444 -2%
SPIA
523
Steward Partners Investment Advisory
New York
$623K -$2.27K -99 -0.4%
PTC
524
Private Trust Company
Ohio
$617K -$5.91K -258 -1%
CHA
525
Cooper/Haims Advisors
New York
$617K +$275 +12 +0%