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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evermay Wealth Management
Virginia
$648K +$10.2K +359 +2%
BFG
552
Berger Financial Group
Minnesota
$646K +$22.4K +785 +3%
BJL
553
Brighton Jones LLC
Washington
$645K +$798 +28 +0.1%
CHA
554
Cooper/Haims Advisors
New York
$638K +$228 +8 +0%
DAS
555
Diversify Advisory Services
Utah
$635K -$1.32M -46,452 -67%
AIM
556
Aspen Investment Management
Michigan
$632K -$8.58K -301 -1%
SF
557
Synovus Financial
Georgia
$627K -$659K -23,135 -51%
PS
558
Principal Securities
Iowa
$625K -$51.1K -1,794 -7%
SPIA
559
Steward Partners Investment Advisory
New York
$620K +$63.3K +2,223 +11%
VF
560
Vestment Financial
Minnesota
$617K +$632K +22,196 New
LF
561
LifePlan Financial
Minnesota
$617K -$35.9K -1,261 -5%
WIA
562
World Investment Advisors
California
$614K -$43.5K -1,527 -6%
CW
563
Cooksen Wealth
Texas
$610K -$50.9K -1,787 -8%
BFO
564
Biltmore Family Office
North Carolina
$610K
AC
565
Apella Capital
Connecticut
$609K -$4.93K -173 -0.8%
Brown Advisory
566
Brown Advisory
Maryland
$605K -$102K -3,590 -14%
RA
567
Ruggaard & Associates
Ohio
$604K -$23K -806 -4%
RA
568
RFG Advisory
Alabama
$604K +$266K +9,345 +75%
MF
569
Meridian Financial
Massachusetts
$601K -$10K -351 -2%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$599K +$106K +3,718 +21%
HI
571
Hendershot Investments
Virginia
$599K +$16.1K +564 +3%
FC
572
Financial Consulate
Maryland
$592K +$13.8K +484 +2%
PRS
573
Pinkerton Retirement Specialists
Idaho
$587K +$684 +24 +0.1%
AA
574
Alesco Advisors
New York
$585K +$114 +4 +0%
GC
575
Grimes & Company
Massachusetts
$583K -$883 -31 -0.1%