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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$203K +$30.4K +1,350 +19%
CIBC Private Wealth Group
652
CIBC Private Wealth Group
Georgia
$202K +$192K +8,514 New
FM
653
Family Management
New York
$187K
CF
654
Centaurus Financial
California
$180K -$171K -7,605 -50%
BAAM
655
Baker Avenue Asset Management
California
$177K
AW
656
Avion Wealth
Texas
$166K +$68 +3 +0%
PG
657
Prostatis Group
Maryland
$163K +$11M +487,581 New
CCP
658
Carmel Capital Partners
California
$162K
MA
659
Montag & Associates
Georgia
$157K
SWA
660
SOA Wealth Advisors
New York
$140K
PK
661
Pflug Koory
Nebraska
$135K +$338 +15 +0.3%
KSWA
662
Kathleen S. Wright Associates
Pennsylvania
$132K +$4.53K +201 +4%
FCT
663
First Community Trust
Iowa
$131K
DSC
664
Duncker Streett & Co
Missouri
$128K -$8.92K -396 -7%
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$125K -$14.2K -630 -11%
NG
666
NWK Group
California
$124K -$37.2K -1,650 -24%
BONH
667
Bank of New Hampshire
New Hampshire
$121K
TSW
668
Thompson Siegel & Walmsley
Virginia
$117K
ACA
669
Aptus Capital Advisors
Alabama
$117K +$270 +12 +0.2%
NIC
670
Northwest Investment Counselors
Oregon
$115K -$23.6K -1,047 -18%
National Bank of Canada
671
National Bank of Canada
Quebec, Canada
$115K +$12.2K +540 +13%
RG
672
Retirement Group
California
$111K +$203 +9 +0.2%
KFI
673
Key Financial Inc
Pennsylvania
$110K
IRC
674
Investors Research Corp
Georgia
$103K
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$103K +$97.6K +4,332 New