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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$661K +$41.4K +1,488 +6%
HA
527
Harfst & Associates
Wyoming
$656K -$3.7K -133 -0.5%
Brown Advisory
528
Brown Advisory
Maryland
$651K +$83.7K +3,004 +14%
JF
529
Joule Financial
Kentucky
$649K +$5.07K +182 +0.7%
TWM
530
Thrive Wealth Management
Pennsylvania
$646K +$388K +13,941 +130%
MA
531
Modus Advisors
Minnesota
$644K -$195 -7 -0%
SIM
532
Sims Investment Management
Ohio
$643K +$683K +24,525 New
RZH
533
Relyea Zuckerberg Hanson
Connecticut
$640K +$2K +72 +0.3%
AA
534
Alesco Advisors
New York
$638K +$90.3K +3,241 +15%
CG
535
Caprock Group
Idaho
$636K -$67.7K -2,431 -9%
SWA
536
Stratos Wealth Advisors
Ohio
$632K -$108K -3,867 -14%
AWM
537
Arista Wealth Management
Nevada
$630K – – –
TA
538
TPG Advisors
Illinois
$627K -$7.94K -285 -1%
PS
539
Principal Securities
Iowa
$627K +$1.34K +48 +0.2%
NA
540
Nautilus Advisors
California
$622K -$25K -899 -4%
EWM
541
Evermay Wealth Management
Virginia
$611K -$1.25K -45 -0.2%
CIA
542
Compass Ion Advisors
Pennsylvania
$610K -$256K -9,196 -28%
CHA
543
Cooper/Haims Advisors
New York
$607K +$3.54K +127 +0.6%
BJL
544
Brighton Jones LLC
Washington
$598K -$12.6K -452 -2%
AIM
545
Aspen Investment Management
Michigan
$598K +$1.03K +37 +0.2%
DAS
546
Diversify Advisory Services
Utah
$596K +$6.46K +232 +1%
SF
547
Synovus Financial
Georgia
$594K +$1.56K +56 +0.2%
VF
548
Vestment Financial
Minnesota
$586K -$56 -2 -0%
WBCM
549
Wilson & Boucher Capital Management
California
$584K -$142K -5,100 -19%
BFO
550
Biltmore Family Office
North Carolina
$577K – – –