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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
576
Watershed Private Wealth
Illinois
$588K -$185K -6,359 -24%
PI
577
PFG Investments
New York
$587K +$87 +3 +0%
Millennium Management
578
Millennium Management
New York
$586K -$174K -5,981 -23%
VC
579
Vicus Capital
Pennsylvania
$586K +$2.21K +76 +0.4%
VF
580
Vestment Financial
Minnesota
$580K -$62K -2,130 -10%
SCM
581
Stordahl Capital Management
Colorado
$577K
DI
582
Diligent Investors
California
$575K +$29.1K +1,000 +5%
PS
583
Principal Securities
Iowa
$574K -$67.9K -2,331 -11%
APSI
584
Asset Planning Services Inc
Louisiana
$573K +$23.6K +810 +4%
MT
585
Midwest Trust
Kansas
$572K -$3.23K -111 -0.6%
AC
586
AlphaCore Capital
California
$570K +$29 +1 +0%
PWM
587
Parkshore Wealth Management
California
$568K +$262 +9 +0%
AUB
588
Atlantic Union Bankshares
Virginia
$568K -$62.8K -2,156 -10%
CIA
589
Compass Ion Advisors
Pennsylvania
$558K -$14.2K -488 -3%
SPL
590
Smart Portfolios LLC
Washington
$558K -$2.62K -90 -0.5%
HTC
591
Haverford Trust Company
Pennsylvania
$553K +$3.58K +123 +0.7%
AWM
592
AE Wealth Management
Kansas
$552K +$68.1K +2,341 +14%
TCM
593
Twele Capital Management
Minnesota
$552K -$1.02K -35 -0.2%
CA
594
CWC Advisors
Oregon
$547K
PI
595
Pachira Investments
California
$540K +$2.24K +77 +0.4%
MWM
596
Mission Wealth Management
California
$539K -$15K -514 -3%
OPWM
597
Oakwell Private Wealth Management
Texas
$535K
EP
598
Essential Partners
California
$527K -$86.1K -2,957 -14%
HFA
599
Hershey Financial Advisers
Pennsylvania
$523K +$514K +17,655 New
DCM
600
Donaldson Capital Management
Indiana
$522K +$234K +8,050 +84%