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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Smithbridge Asset Management
Pennsylvania
$676K -$748K -23,502 -52%
WBCM
577
Wilson & Boucher Capital Management
California
$675K -$6.37K -200 -0.9%
Bank of New York Mellon
578
Bank of New York Mellon
New York
$673K -$300K -9,429 -30%
DCM
579
Donaldson Capital Management
Indiana
$671K +$141K +4,436 +26%
HWA
580
Heartwood Wealth Advisors
Virginia
$663K +$31.8K +998 +5%
RWA
581
Redhawk Wealth Advisors
Minnesota
$663K -$90.3K -2,835 -12%
TA
582
TPG Advisors
Illinois
$661K +$14K +440 +2%
PFPG
583
Pinnacle Financial Partners (Georgia)
Georgia
$658K +$8.63K +271 +1%
JCFM
584
JBR Co Financial Management
Oklahoma
$656K – – –
AIM
585
Aspen Investment Management
Michigan
$656K -$12.4K -390 -2%
SA
586
Sanctuary Advisors
Indiana
$655K -$4.65K -146 -0.7%
CW
587
Cooksen Wealth
Texas
$650K -$23.6K -740 -3%
VC
588
Vicus Capital
Pennsylvania
$645K -$2.99K -94 -0.4%
RRA
589
Red Reef Advisors
Florida
$637K +$31.5K +989 +5%
PRS
590
Pinkerton Retirement Specialists
Idaho
$636K – – –
FHA
591
Flagship Harbor Advisors
Massachusetts
$635K +$509 +16 +0.1%
GC
592
Grimes & Company
Massachusetts
$633K +$1.15K +36 +0.2%
AGA
593
Arkos Global Advisors
Texas
$631K -$13.1K -410 -2%
CWM
594
CMH Wealth Management
New Hampshire
$623K +$640K +20,115 New
MCCP
595
Mission Creek Capital Partners
California
$623K +$375K +11,764 +106%
AUB
596
Atlantic Union Bankshares
Virginia
$621K +$26.9K +845 +4%
HA
597
Harfst & Associates
Wyoming
$618K -$37.4K -1,175 -6%
CG
598
Caprock Group
Idaho
$618K -$51K -1,603 -7%
GM
599
GeoWealth Management
Illinois
$617K +$635K +19,937 New
TAM
600
Townsend Asset Management
North Carolina
$617K -$207K -6,510 -25%