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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
526
Cooper/Haims Advisors
New York
$617K +$275 +12 +0%
CM
527
Columbus Macro
Pennsylvania
$612K -$25.8K -1,128 -4%
SF
528
Synovus Financial
Georgia
$609K -$12.6K -549 -2%
SWM
529
Selective Wealth Management
Virginia
$602K -$128K -5,595 -18%
SIA
530
Sage Investment Advisers
New York
$589K -$931K -40,614 -63%
Brown Advisory
531
Brown Advisory
Maryland
$584K +$19.4K +846 +4%
LF
532
LifePlan Financial
Minnesota
$582K +$531K +23,166 New
EWM
533
Evermay Wealth Management
Virginia
$581K -$2.41K -105 -0.5%
RA
534
Ruggaard & Associates
Ohio
$581K -$7.56K -330 -1%
BL
535
BCWM LLC
Kansas
$580K +$9.83K +429 +2%
DFG
536
Delta Financial Group
New Jersey
$580K +$104K +4,536 +24%
MS
537
Madden Securities
Texas
$576K +$2.96K +129 +0.6%
AIM
538
Aspen Investment Management
Michigan
$572K -$1.65K -72 -0.3%
AIP
539
Almanack Investment Partners
Pennsylvania
$567K +$518K +22,593 New
LFG
540
Leverty Financial Group
Wisconsin
$564K +$254K +11,085 +97%
FTUS
541
Flow Traders U.S.
New York
$560K +$511K +22,296 New
VC
542
Vicus Capital
Pennsylvania
$545K +$137 +6 +0%
CFO
543
CVA Family Office
Colorado
$543K +$172K +7,497 +53%
GC
544
Grimes & Company
Massachusetts
$533K -$26.3K -1,149 -5%
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$531K +$275 +12 +0.1%
PRS
546
Pinkerton Retirement Specialists
Idaho
$530K -$269K -11,754 -36%
WPC
547
Wedmont Private Capital
Pennsylvania
$529K +$1.44K +63 +0.3%
BI
548
Berkeley Inc
Idaho
$524K -$33.8K -1,476 -7%
OPWM
549
Oakwell Private Wealth Management
Texas
$512K
CNFG
550
Creegan & Nassoura Financial Group
New Hampshire
$511K -$6.87K -300 -1%