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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
501
Harfst & Associates
Wyoming
$670K -$19.6K -750 -3%
NB
502
NBT Bank
New York
$657K +$37.3K +1,425 +6%
JF
503
Joule Financial
Kentucky
$656K -$13K -498 -2%
YIA
504
YHB Investment Advisors
Connecticut
$655K -$5.81K -222 -0.9%
FPAS
505
Focus Partners Advisor Solutions
Missouri
$652K +$143K +5,472 +28%
CFO
506
CVA Family Office
Colorado
$649K +$57.8K +2,208 +10%
MA
507
Modus Advisors
Minnesota
$648K -$13K -495 -2%
CWA
508
Continuum Wealth Advisors
New York
$643K -$18.4K -705 -3%
D.E. Shaw & Co
509
D.E. Shaw & Co
New York
$641K +$647K +24,717 New
AGA
510
Arkos Global Advisors
Texas
$641K -$7.69K -294 -1%
CW
511
Cooksen Wealth
Texas
$638K -$21.5K -822 -3%
CHA
512
Cooper/Haims Advisors
New York
$638K -$2.98K -114 -0.5%
RZH
513
Relyea Zuckerberg Hanson
Connecticut
$625K
AWM
514
Arista Wealth Management
Nevada
$624K
Brown Advisory
515
Brown Advisory
Maryland
$621K +$18.4K +705 +3%
SIA
516
Sage Investment Advisers
New York
$621K +$21.7K +828 +4%
BL
517
BCWM LLC
Kansas
$617K +$44.3K +1,695 +8%
SWM
518
Selective Wealth Management
Virginia
$608K -$10.6K -405 -2%
SIMC
519
Squire Investment Management Company
Utah
$608K +$141K +5,403 +30%
SAI
520
Savvy Advisors Inc
New York
$606K -$2.35K -90 -0.4%
LF
521
LifePlan Financial
Minnesota
$605K +$21K +804 +4%
CM
522
Columbus Macro
Pennsylvania
$601K -$24.3K -930 -4%
AIM
523
Aspen Investment Management
Michigan
$599K +$7.3K +279 +1%
EWM
524
Evermay Wealth Management
Virginia
$598K -$3.14K -120 -0.5%
PS
525
Principal Securities
Iowa
$595K -$182K -6,951 -23%