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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
601
Fisher Asset Management
Washington
$253K +$252K +9,450 New
TWM
602
Thrive Wealth Management
Pennsylvania
$250K +$249K +9,324 New
CAP
603
Columbia Advisory Partners
Washington
$250K +$249K +9,333 New
MCCP
604
Mission Creek Capital Partners
California
$249K
TSS
605
Two Sigma Securities
New York
$247K +$246K +9,228 New
CSIC
606
Clifford Swan Investment Counsel
California
$245K +$240 +9 +0.1%
BWM
607
BNC Wealth Management
Oregon
$245K +$243K +9,120 New
FWP
608
Falcon Wealth Planning
California
$243K
APP
609
Avantax Planning Partners
Iowa
$242K +$241K +9,045 New
FNBOMD
610
First National Bank of Mount Dora
Florida
$241K
DWP
611
Destiny Wealth Partners
Florida
$239K
SI
612
Stephens Inc
Arkansas
$239K +$238K +8,919 New
KLI
613
Kelman-Lazarov Inc
Tennessee
$237K
MCP
614
Mirador Capital Partners
California
$234K +$20.7K +777 +10%
WMR
615
Wealth Management Resources
Rhode Island
$234K +$233K +8,727 New
TRCT
616
Tower Research Capital (TRC)
New York
$232K -$1.15M -43,077 -83%
GC
617
Gratus Capital
Georgia
$230K +$800 +30 +0.4%
KPCM
618
Kings Point Capital Management
New York
$230K +$229K +8,568 New
OIA
619
Optimum Investment Advisors
Illinois
$229K +$3.52K +132 +2%
COF
620
Capital One Financial
Virginia
$226K
Rockefeller Capital Management
621
Rockefeller Capital Management
New York
$226K +$198K +7,419 +707%
FSWA
622
Financial Synergies Wealth Advisors
Texas
$226K +$224K +8,412 New
CIP
623
Capital Insight Partners
Arizona
$224K -$55.8K -2,091 -20%
RFA
624
Resurgent Financial Advisors
Georgia
$224K +$223K +8,358 New
RPGK
625
Retirement Planning Group (Kansas)
Kansas
$223K +$222K +8,322 New