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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JF
551
Joule Financial
Kentucky
$748K -$5.99K -201 -0.8%
BIG
552
Brookwood Investment Group
Arizona
$744K -$1.67K -56 -0.2%
EFM
553
Eley Financial Management
Vermont
$742K -$3.64K -122 -0.5%
JIR
554
James Investment Research
Ohio
$738K +$95.3K +3,196 +15%
PA
555
Planning Alternatives
Michigan
$738K -$17.9K -601 -2%
EWM
556
Evermay Wealth Management
Virginia
$736K -$12.3K -412 -2%
RWA
557
Redhawk Wealth Advisors
Minnesota
$729K -$85.2K -2,858 -11%
SIM
558
Sims Investment Management
Ohio
$727K -$1.34K -45 -0.2%
SPIA
559
Steward Partners Investment Advisory
New York
$722K -$94.2K -3,161 -12%
SAG
560
SageView Advisory Group
California
$720K +$90.9K +3,050 +15%
CIM
561
Contravisory Investment Management
Massachusetts
$718K -$77.5K -2,599 -10%
MPIA
562
Milestones Private Investment Advisors
New York
$715K +$447 +15 +0.1%
HI
563
Hendershot Investments
Virginia
$715K +$35.9K +1,204 +5%
NA
564
Nautilus Advisors
California
$714K +$30 +1 +0%
WI
565
Westbourne Investments
Virginia
$709K -$9.69K -325 -1%
MA
566
Modus Advisors
Minnesota
$706K -$16.4K -551 -2%
CHA
567
Cooper/Haims Advisors
New York
$703K +$358 +12 +0.1%
MCA
568
Midwest Capital Advisors
Michigan
$698K -$138K -4,619 -17%
FC
569
Financial Consulate
Maryland
$691K -$7.36K -247 -1%
SWA
570
Stratos Wealth Advisors
Ohio
$688K +$10.5K +352 +2%
OSAM
571
O'Shaughnessy Asset Management
Connecticut
$686K – – –
LFG
572
Leverty Financial Group
Wisconsin
$684K +$250K +8,403 +59%
Brown Advisory
573
Brown Advisory
Maryland
$683K -$25.7K -862 -4%
EFA
574
Evernest Financial Advisors
Indiana
$683K +$2.33K +78 +0.4%
GT
575
Greenleaf Trust
Michigan
$679K – – –