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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
601
Brighton Jones LLC
Washington
$215K +$237K +10,260 New
LWM
602
Ledge Wealth Management
Minnesota
$210K -$250K -10,848 -52%
OCM
603
Osterweis Capital Management
California
$208K
BWP
604
BSW Wealth Partners
Colorado
$202K -$6.23K -270 -3%
ODIJL
605
One Day In July LLC
Vermont
$202K
CT
606
Caldwell Trust
Florida
$202K +$66.8K +2,895 +43%
OIA
607
Optimum Investment Advisors
Illinois
$186K +$4.01K +174 +2%
GIA
608
GHP Investment Advisors
Colorado
$185K -$29.4K -1,272 -13%
FM
609
Family Management
New York
$165K
US Bancorp
610
US Bancorp
Minnesota
$157K -$6.3K -273 -4%
NG
611
NWK Group
California
$156K
RDFA
612
Ritter Daniher Financial Advisory
Ohio
$144K
SSB
613
Sandy Spring Bank
Maryland
$142K +$485 +21 +0.3%
AW
614
Avion Wealth
Texas
$141K +$146K +6,333 +1,611%
DWP
615
Destiny Wealth Partners
Florida
$140K -$73.9K -3,201 -32%
CFD
616
Creative Financial Designs
Indiana
$135K +$57.2K +2,478 +62%
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$126K -$32.3K -1,401 -19%
PR
618
Payden & Rygel
California
$123K -$5.5M -238,359 -98%
DSC
619
Duncker Streett & Co
Missouri
$123K -$46.6K -2,019 -26%
NIC
620
Northwest Investment Counselors
Oregon
$123K -$6.58K -285 -5%
LFG
621
Larson Financial Group
Missouri
$122K +$17.2K +744 +15%
CIM
622
Contravisory Investment Management
Massachusetts
$121K +$13.7K +594 +11%
FHA
623
First Horizon Advisors
Tennessee
$121K +$79.7K +3,453 +145%
CAL
624
Capital Advisors Ltd
Ohio
$120K -$13.5K -585 -9%
FCT
625
First Community Trust
Iowa
$116K -$17.7K -765 -12%