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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
526
Investors Research Corp
Georgia
$2K +$1.93K +108 New
AWMF
527
Arbor Wealth Management (Florida)
Florida
$2K +$2.09K +117 New
TA
528
TCG Advisors
Texas
$2K +$2.2K +123 New
PFG
529
Pacific Financial Group
Washington
– -$13.3M -831,240 Closed
WT
530
Whittier Trust
California
– -$2.46M -154,050 Closed
MWM
531
MorganRosel Wealth Management
Colorado
– -$2.14M -134,160 Closed
BAM
532
Belpointe Asset Management
Nevada
– -$1.2M -75,135 Closed
TRCT
533
Tower Research Capital (TRC)
New York
– -$1.16M -72,345 Closed
WI
534
Wintrust Investments
Illinois
– -$1.04M -64,827 Closed
KM
535
Kalos Management
Georgia
– -$1.26M -62,124 Closed
HR
536
Hayden Royal
North Carolina
– -$623K -38,970 Closed
RPGK
537
Retirement Planning Group (Kansas)
Kansas
– -$494K -30,933 Closed
Renaissance Technologies
538
Renaissance Technologies
New York
– -$479K -30,000 Closed
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
– -$466K -29,145 Closed
VDFA
540
Vickerman & Driscoll Financial Advisors
Washington
– -$275K -17,235 Closed
Millennium Management
541
Millennium Management
New York
– -$227K -14,229 Closed
NFG
542
Next Financial Group
Texas
– -$186K -11,625 Closed
VCM
543
Vigilant Capital Management
Maine
– -$63K -3,960 Closed
CCMW
544
Cypress Capital Management (Wyoming)
Wyoming
– -$49K -3,036 Closed
FIB
545
First Interstate Bank
Montana
– -$43K -2,715 Closed
PG
546
Patten Group
Tennessee
– -$43K -2,661 Closed
CCM
547
Covington Capital Management
California
– -$27K -1,695 Closed
CG
548
Cutler Group
California
– -$26.8K -1,497 Closed
PB
549
Pinnacle Bancorp
Nebraska
– -$20K -1,257 Closed
HDIM
550
Hanson & Doremus Investment Management
Vermont
– -$13K -789 Closed