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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
576
Kaizen Financial Strategies
California
$227K +$1.14K +51 +0.5%
WF
577
Whelan Financial
California
$223K -$174K -7,785 -41%
LFG
578
Larson Financial Group
Missouri
$223K +$116K +5,184 +89%
AP
579
Appleton Partners
Massachusetts
$221K -$20K -897 -8%
TPA
580
Trivium Point Advisory
Connecticut
$221K +$2.54K +114 +1%
Fifth Third Bancorp
581
Fifth Third Bancorp
Ohio
$221K +$14.1K +633 +6%
TF
582
TIAA FSB
Florida
$215K -$2.61K -117 -1%
PCA
583
Personal Capital Advisors
California
$213K -$10.2K -459 -4%
TBWA
584
Three Bridge Wealth Advisors
California
$209K -$43.2K -1,938 -16%
ACA
585
Ascension Capital Advisors
Texas
$208K
BJL
586
Brighton Jones LLC
Washington
$208K +$602 +27 +0.3%
US Bancorp
587
US Bancorp
Minnesota
$205K +$59.1K +2,649 +35%
LWM
588
Ledge Wealth Management
Minnesota
$204K +$870 +39 +0.4%
MCCP
589
Mission Creek Capital Partners
California
$202K +$223K +10,014 New
OCM
590
Osterweis Capital Management
California
$201K
YIH
591
Y-Intercept (HK)
Hong Kong
$200K +$221K +9,927 New
CT
592
Caldwell Trust
Florida
$195K
GIA
593
GHP Investment Advisors
Colorado
$186K +$7.56K +339 +4%
WAM
594
Worth Asset Management
Texas
$184K +$174K +7,785 +582%
OIA
595
Optimum Investment Advisors
Illinois
$182K +$3.15K +141 +2%
FM
596
Family Management
New York
$159K
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$147K +$27.4K +1,230 +20%
AW
598
Avion Wealth
Texas
$142K +$6.89K +309 +5%
NG
599
NWK Group
California
$139K -$13.4K -600 -8%
SSB
600
Sandy Spring Bank
Maryland
$137K +$402 +18 +0.3%