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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
551
Garrison Asset Management
Arkansas
$502K +$47.6K +2,079 +12%
HI
552
Hendershot Investments
Virginia
$501K +$19.7K +858 +4%
SCM
553
Stordahl Capital Management
Colorado
$497K -$12.2K -531 -3%
WSWA
554
Warren Street Wealth Advisors
California
$495K -$38.1K -1,662 -8%
APW
555
Aurora Private Wealth
New Jersey
$494K -$4.05K -177 -0.9%
OPA
556
Old Port Advisors
Maine
$489K -$79.7K -3,480 -15%
FRA
557
Front Row Advisors
California
$489K -$41K -1,788 -8%
TCM
558
Twele Capital Management
Minnesota
$483K -$1.31K -57 -0.3%
APSI
559
Asset Planning Services Inc
Louisiana
$482K -$6.87K -300 -2%
Comerica Bank
560
Comerica Bank
Texas
$476K +$257K +11,229 +145%
EWM
561
Empirical Wealth Management
Washington
$474K -$51.5K -2,247 -11%
LFP
562
Leeward Financial Partners
Washington
$473K +$431K +18,831 New
RIA
563
Regal Investment Advisors
Michigan
$467K +$87.5K +3,819 +26%
WDL
564
Well Done LLC
Michigan
$467K
HTC
565
Haverford Trust Company
Pennsylvania
$465K
MCM
566
Mitchell Capital Management
Kansas
$464K -$364K -15,888 -46%
MWM
567
MBE Wealth Management
Wisconsin
$459K -$1.03K -45 -0.2%
CAG
568
Curtis Advisory Group
California
$454K -$17.6K -768 -4%
FCI
569
Financial Counselors Inc
Kansas
$450K +$6.87K +300 +2%
BF
570
Brogan Financial
Tennessee
$450K +$101K +4,404 +33%
PI
571
Pachira Investments
California
$446K +$1.93K +84 +0.5%
FPAS
572
Focus Partners Advisor Solutions
Missouri
$438K +$44.8K +1,956 +13%
RCA
573
Reitz Capital Advisors
Michigan
$438K +$95.5K +4,167 +31%
CWM
574
Castle Wealth Management
Florida
$437K
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K +$4.47K +195 +1%