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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
501
Whelan Financial
California
$746K -$33.4K -1,257 -4%
SIA
502
Sage Investment Advisers
New York
$745K +$78.3K +2,943 +12%
SAG
503
SageView Advisory Group
California
$742K +$1.12K +42 +0.2%
AAG
504
Armstrong Advisory Group
Massachusetts
$732K -$14K -525 -2%
DCM
505
Donaldson Capital Management
Indiana
$726K -$1.02M -38,481 -59%
TAM
506
Townsend Asset Management
North Carolina
$725K +$718 +27 +0.1%
CAM
507
Cozad Asset Management
Illinois
$724K -$150K -5,640 -18%
YIA
508
YHB Investment Advisors
Connecticut
$722K +$21.6K +813 +3%
PA
509
Planning Alternatives
Michigan
$719K -$28.2K -1,062 -4%
FPCP
510
Fort Point Capital Partners
California
$714K -$48.5K -1,824 -7%
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$706K +$84.2K +3,165 +14%
Brown Advisory
512
Brown Advisory
Maryland
$704K +$39.3K +1,479 +6%
HA
513
Harfst & Associates
Wyoming
$703K -$11.2K -420 -2%
JCFM
514
JBR Co Financial Management
Oklahoma
$695K -$30.3K -1,140 -4%
NL
515
NWAM LLC
Washington
$693K +$666K +25,026 New
SAI
516
Savvy Advisors Inc
New York
$690K +$41.3K +1,554 +7%
JF
517
Joule Financial
Kentucky
$686K -$11.2K -420 -2%
AGA
518
Arkos Global Advisors
Texas
$684K
NB
519
NBT Bank
New York
$681K -$19.8K -744 -3%
MA
520
Modus Advisors
Minnesota
$680K -$11.5K -432 -2%
PS
521
Principal Securities
Iowa
$675K +$38.1K +1,431 +6%
RZH
522
Relyea Zuckerberg Hanson
Connecticut
$672K +$4.55K +171 +0.7%
AWM
523
Arista Wealth Management
Nevada
$666K
CWA
524
Continuum Wealth Advisors
New York
$662K -$24.2K -909 -4%
CW
525
Cooksen Wealth
Texas
$659K -$20.7K -777 -3%