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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Sims Investment Management
Ohio
$892K
SIC
552
Sigma Investment Counselors
Michigan
$889K -$27.1K -786 -3%
EFM
553
Eley Financial Management
Vermont
$888K -$12.4K -360 -1%
SAG
554
SageView Advisory Group
California
$886K +$3.96K +115 +0.5%
HI
555
Hendershot Investments
Virginia
$873K -$18.2K -528 -2%
CHA
556
Cooper/Haims Advisors
New York
$868K -$344 -10 -0%
MCCP
557
Mission Creek Capital Partners
California
$866K +$117K +3,409 +15%
MCA
558
Midwest Capital Advisors
Michigan
$865K +$1.21K +35 +0.1%
EFG
559
Everest Financial Group
Minnesota
$863K +$2K +58 +0.2%
BWL
560
Bogart Wealth LLC
Virginia
$861K +$103 +3 +0%
WI
561
Westbourne Investments
Virginia
$861K -$33.7K -980 -4%
SWA
562
Stratos Wealth Advisors
Ohio
$852K +$14.1K +410 +2%
WBCM
563
Wilson & Boucher Capital Management
California
$851K +$44.7K +1,300 +6%
CCWA
564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$850K -$1.27M -36,814 -61%
NA
565
Nautilus Advisors
California
$850K
FC
566
Financial Consulate
Maryland
$850K +$2.17K +63 +0.3%
BIA
567
Bigelow Investment Advisors
Maine
$847K -$88.6K -2,574 -10%
CG
568
Caprock Group
Idaho
$846K +$103K +2,988 +15%
CWA
569
Carolina Wealth Advisors
South Carolina
$845K -$47.7K -1,387 -6%
GB
570
Goepper Burkhardt
South Carolina
$843K -$73.5K -2,136 -9%
MA
571
Modus Advisors
Minnesota
$838K -$20.8K -605 -3%
EWM
572
Evermay Wealth Management
Virginia
$835K -$63.1K -1,832 -7%
PA
573
Planning Alternatives
Michigan
$831K -$43.3K -1,257 -5%
JF
574
Joule Financial
Kentucky
$821K -$24.5K -713 -3%
Bank of New York Mellon
575
Bank of New York Mellon
New York
$817K +$13.8K +401 +2%