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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
651
First National Bank of Mount Dora
Florida
$203K
HCM
652
Hengehold Capital Management
Ohio
$201K +$213 +9 +0.1%
CAL
653
Capital Advisors Ltd
Ohio
$194K
Bank of Montreal
654
Bank of Montreal
Ontario, Canada
$193K -$36.4K -1,536 -16%
FM
655
Family Management
New York
$178K
MFC
656
Morris Financial Concepts
South Carolina
$177K -$59.2K -2,499 -24%
Comerica Bank
657
Comerica Bank
Texas
$174K +$183K +7,731 New
BAAM
658
Baker Avenue Asset Management
California
$169K
SWA
659
SOA Wealth Advisors
New York
$166K +$34K +1,434 +24%
AW
660
Avion Wealth
Texas
$158K
GI
661
Gradient Investments
Minnesota
$154K -$69.7M -2,940,696 -100%
MA
662
Montag & Associates
Georgia
$150K
PK
663
Pflug Koory
Nebraska
$129K
KSWA
664
Kathleen S. Wright Associates
Pennsylvania
$127K +$355 +15 +0.3%
FCT
665
First Community Trust
Iowa
$125K
DSC
666
Duncker Streett & Co
Missouri
$122K
RDFA
667
Ritter Daniher Financial Advisory
Ohio
$119K
NG
668
NWK Group
California
$118K
BONH
669
Bank of New Hampshire
New Hampshire
$115K
TSW
670
Thompson Siegel & Walmsley
Virginia
$112K
FFA
671
Farther Finance Advisors
California
$109K -$370K -15,600 -76%
RF
672
Robbins Farley
New Hampshire
$106K +$8.96K +378 +9%
KFI
673
Key Financial Inc
Pennsylvania
$105K
ACA
674
Aptus Capital Advisors
Alabama
$104K -$7.96K -336 -7%
NIC
675
Northwest Investment Counselors
Oregon
$102K -$8.03K -339 -7%