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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
576
Biltmore Family Office
North Carolina
$811K
DM
577
Diversified Management
Wisconsin
$808K
SFO
578
Stokes Family Office
Louisiana
$807K
ZS
579
Zenith Solutions
Pennsylvania
$801K +$748K +21,728 New
SA
580
Sanctuary Advisors
Indiana
$797K +$15.1K +440 +2%
LFG
581
Leverty Financial Group
Wisconsin
$794K -$93.4K -2,714 -11%
FHA
582
Flagship Harbor Advisors
Massachusetts
$793K +$33.8K +982 +5%
JCFM
583
JBR Co Financial Management
Oklahoma
$789K -$14.5K -420 -2%
AC
584
Apella Capital
Connecticut
$783K -$9.15K -266 -1%
Brown Advisory
585
Brown Advisory
Maryland
$783K -$46.6K -1,354 -6%
TA
586
TPG Advisors
Illinois
$783K -$3.99K -116 -0.5%
DI
587
Diligent Investors
California
$778K +$58.2K +1,691 +9%
CW
588
Cooksen Wealth
Texas
$772K -$1.69K -49 -0.2%
GT
589
Greenleaf Trust
Michigan
$765K -$53.1K -1,544 -7%
RRA
590
Red Reef Advisors
Florida
$765K +$5.75K +167 +0.8%
CWM
591
CMH Wealth Management
New Hampshire
$761K +$18.1K +525 +3%
AGA
592
Arkos Global Advisors
Texas
$754K +$2.06K +60 +0.3%
NB
593
NBT Bank
New York
$739K -$292K -8,478 -30%
HA
594
Harfst & Associates
Wyoming
$735K -$688 -20 -0.1%
TAM
595
Townsend Asset Management
North Carolina
$735K +$172 +5 +0%
BFS
596
Bradley Foster & Sargent
Connecticut
$732K -$1.14M -33,138 -63%
GC
597
Grimes & Company
Massachusetts
$732K -$20.5K -595 -3%
CWA
598
Continuum Wealth Advisors
New York
$732K
WAM
599
Worth Asset Management
Texas
$732K +$683K +19,849 New
AIM
600
Aspen Investment Management
Michigan
$723K -$55K -1,598 -8%