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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
526
Well Done LLC
Michigan
$440K
FCI
527
Financial Counselors Inc
Kansas
$439K +$20.3K +900 +5%
HTC
528
Haverford Trust Company
Pennsylvania
$439K
WC
529
Waterloo Capital
Texas
$438K -$221K -9,804 -35%
MCA
530
Millennium Capital Advisors
Arkansas
$436K -$8.18K -363 -2%
MWM
531
MBE Wealth Management
Wisconsin
$433K
MWP
532
Madison Wealth Partners
Wisconsin
$429K +$7.44K +330 +2%
Renaissance Technologies
533
Renaissance Technologies
New York
$426K +$406K +18,000 New
CWM
534
Castle Wealth Management
Florida
$422K -$34.9K -1,548 -8%
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$420K -$6.56K -291 -2%
PI
536
Pachira Investments
California
$417K -$5K -222 -1%
AIM
537
Avity Investment Management
Connecticut
$413K -$42.6K -1,890 -10%
HT
538
Heritage Trust
Oklahoma
$405K +$385K +17,100 New
DBRC
539
D.B. Root & Company
Pennsylvania
$404K -$811 -36 -0.2%
PNC Financial Services Group
540
PNC Financial Services Group
Pennsylvania
$404K +$10K +444 +3%
PA
541
Parallel Advisors
California
$394K -$22.4K -996 -6%
HF
542
Halpern Financial
Virginia
$394K +$375K +16,650 New
FPCG
543
Fort Pitt Capital Group
Pennsylvania
$393K -$95.2K -4,224 -20%
Empower Advisory Group
544
Empower Advisory Group
Colorado
$390K +$122K +5,409 +49%
FWM
545
Fingerlakes Wealth Management
New York
$389K -$10.3K -456 -3%
CIC
546
Carnegie Investment Counsel
Ohio
$388K -$6.76K -300 -2%
BF
547
Blankinship & Foster
California
$382K -$3.79K -168 -1%
TC
548
Telemus Capital
Michigan
$380K -$11.8K -525 -3%
KPWS
549
Kestra Private Wealth Services
Texas
$376K +$137K +6,078 +62%
M&T Bank
550
M&T Bank
New York
$375K +$6.49K +288 +2%