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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
551
Stordahl Capital Management
Colorado
$514K
WSWA
552
Warren Street Wealth Advisors
California
$502K -$7.77K -297 -2%
MOS
553
MGO One Seven
Ohio
$501K -$192K -7,344 -28%
TCM
554
Twele Capital Management
Minnesota
$494K
SWM
555
Spire Wealth Management
Virginia
$494K -$976K -37,320 -66%
BF
556
Brogan Financial
Tennessee
$490K +$8.16K +312 +2%
SA
557
Sanctuary Advisors
Indiana
$486K +$493K +18,861 New
PTC
558
Private Trust Company
Ohio
$483K -$122K -4,674 -20%
WDL
559
Well Done LLC
Michigan
$483K
ACA
560
Aptus Capital Advisors
Alabama
$482K +$193K +7,368 +66%
APW
561
Aurora Private Wealth
New Jersey
$482K -$2.9K -111 -0.6%
HTC
562
Haverford Trust Company
Pennsylvania
$481K
National Bank of Canada
563
National Bank of Canada
Quebec, Canada
$480K +$200K +7,650 +73%
FNBT
564
FineMark National Bank & Trust
Florida
$479K -$81.6K -3,120 -14%
MW
565
Maia Wealth
Colorado
$476K +$464K +17,748 New
SPL
566
Smart Portfolios LLC
Washington
$473K +$105K +4,020 +28%
William Blair & Company
567
William Blair & Company
Illinois
$469K -$70.8K -2,706 -13%
LFG
568
Leverty Financial Group
Wisconsin
$468K +$57.8K +2,211 +14%
HNB
569
Huntington National Bank
Ohio
$467K
PI
570
Pachira Investments
California
$462K
Bank of New York Mellon
571
Bank of New York Mellon
New York
$462K +$163K +6,222 +54%
WCF
572
West Coast Financial
California
$451K
GJIA
573
Glass Jacobson Investment Advisors
Maryland
$451K +$96.5K +3,690 +27%
EFA
574
Evernest Financial Advisors
Indiana
$451K
APSI
575
Asset Planning Services Inc
Louisiana
$450K -$15.7K -600 -3%