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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
576
Citadel Advisors
Florida
$228K +$252K +11,310 New
KFS
577
Kaizen Financial Strategies
California
$227K +$1.14K +51 +0.5%
WF
578
Whelan Financial
California
$223K -$174K -7,785 -41%
LFG
579
Larson Financial Group
Missouri
$223K +$116K +5,184 +89%
AP
580
Appleton Partners
Massachusetts
$221K -$20K -897 -8%
TPA
581
Trivium Point Advisory
Connecticut
$221K +$2.54K +114 +1%
Fifth Third Bancorp
582
Fifth Third Bancorp
Ohio
$221K +$14.1K +633 +6%
TF
583
TIAA FSB
Florida
$215K -$2.61K -117 -1%
Bank of Montreal
584
Bank of Montreal
Ontario, Canada
$213K -$16.4K -735 -7%
PCA
585
Personal Capital Advisors
California
$213K -$10.2K -459 -4%
TBWA
586
Three Bridge Wealth Advisors
California
$209K -$43.2K -1,938 -16%
ACA
587
Ascension Capital Advisors
Texas
$208K – – –
BJL
588
Brighton Jones LLC
Washington
$208K +$602 +27 +0.3%
US Bancorp
589
US Bancorp
Minnesota
$205K +$59.1K +2,649 +35%
LWM
590
Ledge Wealth Management
Minnesota
$204K +$870 +39 +0.4%
MCCP
591
Mission Creek Capital Partners
California
$202K +$223K +10,014 New
OCM
592
Osterweis Capital Management
California
$201K – – –
YIH
593
Y-Intercept (HK)
Hong Kong
$200K +$221K +9,927 New
CT
594
Caldwell Trust
Florida
$195K – – –
GIA
595
GHP Investment Advisors
Colorado
$186K +$7.56K +339 +4%
WAM
596
Worth Asset Management
Texas
$184K +$174K +7,785 +582%
OIA
597
Optimum Investment Advisors
Illinois
$182K +$3.15K +141 +2%
FM
598
Family Management
New York
$159K – – –
OSAM
599
O'Shaughnessy Asset Management
Connecticut
$147K +$27.4K +1,230 +20%
AW
600
Avion Wealth
Texas
$142K +$6.89K +309 +5%