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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
526
Harfst & Associates
Wyoming
$656K -$3.7K -133 -0.5%
Brown Advisory
527
Brown Advisory
Maryland
$651K +$83.7K +3,004 +14%
JF
528
Joule Financial
Kentucky
$649K +$5.07K +182 +0.7%
TWM
529
Thrive Wealth Management
Pennsylvania
$646K +$388K +13,941 +130%
MA
530
Modus Advisors
Minnesota
$644K -$195 -7 -0%
SIM
531
Sims Investment Management
Ohio
$643K +$683K +24,525 New
RZH
532
Relyea Zuckerberg Hanson
Connecticut
$640K +$2K +72 +0.3%
AA
533
Alesco Advisors
New York
$638K +$90.3K +3,241 +15%
CG
534
Caprock Group
Idaho
$636K -$67.7K -2,431 -9%
SWA
535
Stratos Wealth Advisors
Ohio
$632K -$108K -3,867 -14%
AWM
536
Arista Wealth Management
Nevada
$630K
TA
537
TPG Advisors
Illinois
$627K -$7.94K -285 -1%
PS
538
Principal Securities
Iowa
$627K +$1.34K +48 +0.2%
NA
539
Nautilus Advisors
California
$622K -$25K -899 -4%
EWM
540
Evermay Wealth Management
Virginia
$611K -$1.25K -45 -0.2%
CIA
541
Compass Ion Advisors
Pennsylvania
$610K -$256K -9,196 -28%
CHA
542
Cooper/Haims Advisors
New York
$607K +$3.54K +127 +0.6%
BJL
543
Brighton Jones LLC
Washington
$598K -$12.6K -452 -2%
AIM
544
Aspen Investment Management
Michigan
$598K +$1.03K +37 +0.2%
DAS
545
Diversify Advisory Services
Utah
$596K +$6.46K +232 +1%
SF
546
Synovus Financial
Georgia
$594K +$1.56K +56 +0.2%
VF
547
Vestment Financial
Minnesota
$586K -$56 -2 -0%
WBCM
548
Wilson & Boucher Capital Management
California
$584K -$142K -5,100 -19%
BFO
549
Biltmore Family Office
North Carolina
$577K
HI
550
Hendershot Investments
Virginia
$575K +$9.83K +353 +2%