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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$738K -$1.02K -35 -0.1%
BIG
527
Brookwood Investment Group
Arizona
$735K +$722K +24,799 New
EFM
528
Eley Financial Management
Vermont
$735K -$26.5K -911 -4%
AWA
529
Arkadios Wealth Advisors
Georgia
$727K +$714K +24,541 New
SIM
530
Sims Investment Management
Ohio
$718K -$8.73K -300 -1%
MA
531
Modus Advisors
Minnesota
$713K -$8.62K -296 -1%
WI
532
Westbourne Investments
Virginia
$712K -$21.8K -750 -3%
MPIA
533
Milestones Private Investment Advisors
New York
$704K -$1.31K -45 -0.2%
NA
534
Nautilus Advisors
California
$703K +$58 +2 +0%
JCFM
535
JBR Co Financial Management
Oklahoma
$702K -$43.8K -1,505 -6%
Brown Advisory
536
Brown Advisory
Maryland
$698K +$58 +2 +0%
CG
537
Caprock Group
Idaho
$697K +$689K +23,660 New
CHA
538
Cooper/Haims Advisors
New York
$693K +$349 +12 +0.1%
RP
539
Rice Partnership
Hawaii
$690K +$678K +23,292 New
FC
540
Financial Consulate
Maryland
$688K +$676K +23,212 New
QCM
541
QRG Capital Management
Illinois
$687K +$675K +23,193 New
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$676K -$2.82K -97 -0.4%
GT
543
Greenleaf Trust
Michigan
$670K -$361K -12,414 -35%
HI
544
Hendershot Investments
Virginia
$669K -$2.74K -94 -0.4%
SWA
545
Stratos Wealth Advisors
Ohio
$668K -$22.6K -775 -3%
DBRC
546
D.B. Root & Company
Pennsylvania
$664K -$1.04M -35,674 -61%
SF
547
Synovus Financial
Georgia
$658K -$14.3K -491 -2%
BFO
548
Biltmore Family Office
North Carolina
$652K
WBCM
549
Wilson & Boucher Capital Management
California
$652K
HA
550
Harfst & Associates
Wyoming
$648K -$91.2K -3,132 -13%