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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Planning Alternatives
Michigan
$831K -$43.3K -1,257 -5%
JF
577
Joule Financial
Kentucky
$821K -$24.5K -713 -3%
Bank of New York Mellon
578
Bank of New York Mellon
New York
$817K +$13.8K +401 +2%
BFO
579
Biltmore Family Office
North Carolina
$811K – – –
DM
580
Diversified Management
Wisconsin
$808K – – –
SFO
581
Stokes Family Office
Louisiana
$807K – – –
ZS
582
Zenith Solutions
Pennsylvania
$801K +$748K +21,728 New
SA
583
Sanctuary Advisors
Indiana
$797K +$15.1K +440 +2%
LFG
584
Leverty Financial Group
Wisconsin
$794K -$93.4K -2,714 -11%
FHA
585
Flagship Harbor Advisors
Massachusetts
$793K +$33.8K +982 +5%
JCFM
586
JBR Co Financial Management
Oklahoma
$789K -$14.5K -420 -2%
AC
587
Apella Capital
Connecticut
$783K -$9.15K -266 -1%
Brown Advisory
588
Brown Advisory
Maryland
$783K -$46.6K -1,354 -6%
TA
589
TPG Advisors
Illinois
$783K -$3.99K -116 -0.5%
DI
590
Diligent Investors
California
$778K +$58.2K +1,691 +9%
CW
591
Cooksen Wealth
Texas
$772K -$1.69K -49 -0.2%
GT
592
Greenleaf Trust
Michigan
$765K -$53.1K -1,544 -7%
RRA
593
Red Reef Advisors
Florida
$765K +$5.75K +167 +0.8%
CWM
594
CMH Wealth Management
New Hampshire
$761K +$18.1K +525 +3%
AGA
595
Arkos Global Advisors
Texas
$754K +$2.06K +60 +0.3%
NB
596
NBT Bank
New York
$739K -$292K -8,478 -30%
HA
597
Harfst & Associates
Wyoming
$735K -$688 -20 -0.1%
TAM
598
Townsend Asset Management
North Carolina
$735K +$172 +5 +0%
BFS
599
Bradley Foster & Sargent
Connecticut
$732K -$1.14M -33,138 -63%
GC
600
Grimes & Company
Massachusetts
$732K -$20.5K -595 -3%