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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
551
Fortis Capital Advisors
Kansas
$693K +$651K +24,690 New
WI
552
Westbourne Investments
Virginia
$691K -$60.7K -2,300 -9%
SIM
553
Sims Investment Management
Ohio
$688K
MA
554
Modus Advisors
Minnesota
$683K -$6.59K -250 -1%
AWM
555
Arista Wealth Management
Nevada
$674K
MPIA
556
Milestones Private Investment Advisors
New York
$668K +$628K +23,801 New
NA
557
Nautilus Advisors
California
$666K +$53 +2 +0%
TA
558
TPG Advisors
Illinois
$664K -$6.33K -240 -1%
Brown Advisory
559
Brown Advisory
Maryland
$661K -$34K -1,290 -5%
CHA
560
Cooper/Haims Advisors
New York
$655K +$5.28K +200 +0.9%
SWA
561
Stratos Wealth Advisors
Ohio
$653K -$22.1K -838 -3%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$642K -$166K -6,278 -22%
SF
563
Synovus Financial
Georgia
$636K +$132 +5 +0%
HI
564
Hendershot Investments
Virginia
$635K +$18.4K +697 +3%
BFO
565
Biltmore Family Office
North Carolina
$617K
WBCM
566
Wilson & Boucher Capital Management
California
$617K -$7.91K -300 -1%
AC
567
Apella Capital
Connecticut
$617K
CW
568
Cooksen Wealth
Texas
$612K +$353K +13,363 +158%
AIM
569
Aspen Investment Management
Michigan
$612K -$26.7K -1,011 -4%
VF
570
Vestment Financial
Minnesota
$612K -$17.8K -675 -3%
RA
571
RFG Advisory
Alabama
$611K -$271K -10,266 -32%
GC
572
Grimes & Company
Massachusetts
$609K -$3.51K -133 -0.6%
PS
573
Principal Securities
Iowa
$608K -$24.4K -925 -4%
SA
574
Sanctuary Advisors
Indiana
$607K +$186K +7,051 +48%
AUB
575
Atlantic Union Bankshares
Virginia
$598K +$562K +21,304 New