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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K +$4.47K +195 +1%
CIS
577
Continental Investors Services
Washington
$435K +$619 +27 +0.2%
IAA
578
Independent Advisor Alliance
North Carolina
$430K -$20.3K -888 -5%
HT
579
Heritage Trust
Oklahoma
$429K
CG
580
Caprock Group
Idaho
$427K +$78.2K +3,411 +25%
MCA
581
Millennium Capital Advisors
Arkansas
$427K -$5.98K -261 -2%
CIC
582
Carnegie Investment Counsel
Ohio
$422K +$9.35K +408 +2%
IPWA
583
International Private Wealth Advisors
California
$418K +$382K +16,662 New
ACA
584
Aspire Capital Advisors
Washington
$409K +$687 +30 +0.2%
DBRC
585
D.B. Root & Company
Pennsylvania
$406K -$20.3K -885 -5%
EL
586
EWA LLC
Pennsylvania
$404K -$738K -32,232 -67%
HC
587
Hamilton Capital
Ohio
$404K +$369K +16,098 New
TFP
588
Tilia Fiduciary Partners
North Carolina
$403K +$7.15K +312 +2%
M&T Bank
589
M&T Bank
New York
$398K +$48.1K +2,100 +15%
SIMC
590
Squire Investment Management Company
Utah
$398K +$363K +15,849 New
BFG
591
Bouchey Financial Group
New York
$395K
TWM
592
Triton Wealth Management
Arizona
$394K -$5.57K -243 -1%
ACM
593
Argent Capital Management
Missouri
$394K +$360K +15,702 New
KPWS
594
Kestra Private Wealth Services
Texas
$389K +$26.6K +1,161 +8%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$756 +33 +0.2%
CCB
596
Country Club Bank
Missouri
$386K +$5.22K +228 +2%
WKSWA
597
White Knight Strategic Wealth Advisors
New Jersey
$385K -$227K -9,900 -39%
NAS
598
NWF Advisory Services
California
$383K +$137 +6 +0%
William Blair & Company
599
William Blair & Company
Illinois
$382K +$113K +4,950 +48%
MCM
600
Mendel Capital Management
Arkansas
$381K +$17.9K +783 +5%