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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
SNS Financial Group
Minnesota
$563K +$526K +15,280 New
KeyBank National Association
652
KeyBank National Association
Ohio
$563K +$270K +7,845 +106%
KNFPWM
653
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$560K +$523K +15,187 New
PTC
654
Private Trust Company
Ohio
$557K – – –
HAG
655
HighPoint Advisor Group
Illinois
$557K -$10.7K -310 -2%
PWM
656
Parkshore Wealth Management
California
$555K -$75.9K -2,205 -13%
AF
657
Amara Financial
California
$555K +$1.51K +44 +0.3%
BAM
658
Bosun Asset Management
Illinois
$553K – – –
LCM
659
Liberty Capital Management
Michigan
$549K +$513K +14,900 New
MCA
660
Millennium Capital Advisors
Arkansas
$537K -$22.3K -649 -4%
SC
661
Scotia Capital
Ontario, Canada
$537K +$15.5K +450 +3%
AL
662
Aspiriant LLC
California
$534K +$14.1K +409 +3%
RWM
663
Ritholtz Wealth Management
New York
$527K – – –
WCP
664
Wealthcare Capital Partners
Pennsylvania
$522K +$487K +14,149 New
SWM
665
Selective Wealth Management
Virginia
$519K -$40.6K -1,179 -7%
PMSA
666
Patrick M. Sweeney & Associates
Illinois
$518K +$37.9K +1,100 +8%
GBWM
667
Granite Bay Wealth Management
New Hampshire
$518K +$483K +14,046 New
SWM
668
Spire Wealth Management
Virginia
$512K -$1.07K -31 -0.2%
RWM
669
Raffa Wealth Management
District of Columbia
$510K +$1.41K +41 +0.3%
BFG
670
Berger Financial Group
Minnesota
$507K -$4.03K -117 -0.8%
WF
671
Whelan Financial
California
$507K -$30.9K -897 -6%
BCA
672
Bay Colony Advisors
Massachusetts
$503K -$43.7K -1,271 -9%
DBRC
673
D.B. Root & Company
Pennsylvania
$503K -$7.3K -212 -2%
WT
674
Washington Trust
Rhode Island
$501K +$2.17K +63 +0.5%
ACA
675
Aspire Capital Advisors
Washington
$498K -$5.2K -151 -1%