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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
626
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$209K +9,543 New
TW
627
TrinityPoint Wealth
Connecticut
$203K +$203K +9,261 New
FVWA
628
Foster Victor Wealth Advisors
South Carolina
$202K +$198K +9,018 New
CSIC
629
Clifford Swan Investment Counsel
California
$202K +$203K +9,249 New
AR
630
Apeiron RIA
Texas
$202K +$202K +9,228 New
OIA
631
Optimum Investment Advisors
Illinois
$201K +$3.22K +147 +2%
FM
632
Family Management
New York
$173K
BAAM
633
Baker Avenue Asset Management
California
$163K +$164K +7,470 New
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$159K
NG
635
NWK Group
California
$150K
SSB
636
Sandy Spring Bank
Maryland
$149K +$460 +21 +0.3%
MA
637
Montag & Associates
Georgia
$145K +$146K +6,642 New
KSWA
638
Kathleen S. Wright Associates
Pennsylvania
$145K +$1.25K +57 +0.9%
AW
639
Avion Wealth
Texas
$141K
NIC
640
Northwest Investment Counselors
Oregon
$129K +$329 +15 +0.3%
SWA
641
SOA Wealth Advisors
New York
$129K +$129K +5,907 New
RDFA
642
Ritter Daniher Financial Advisory
Ohio
$129K -$16.3K -744 -11%
DSC
643
Duncker Streett & Co
Missouri
$127K +$394 +18 +0.3%
CAL
644
Capital Advisors Ltd
Ohio
$125K
PK
645
Pflug Koory
Nebraska
$123K +$11.5K +525 +10%
FCT
646
First Community Trust
Iowa
$121K
Bessemer Group
647
Bessemer Group
New Jersey
$117K
CDIA
648
Capital Directions Investment Advisors
Georgia
$116K +$116K +5,304 New
BONH
649
Bank of New Hampshire
New Hampshire
$112K
RG
650
Retirement Group
California
$109K +$19.9K +909 +22%