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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
651
Bank of Montreal
Ontario, Canada
$382K +$61.4K +2,154 +19%
PFPT
652
Pinnacle Financial Partners (Tennessee)
Tennessee
$381K -$261K -9,176 -67%
SWM
653
Selective Wealth Management
Virginia
$378K -$91.7K -3,219 -19%
CIS
654
Continental Investors Services
Washington
$378K -$26.9K -943 -6%
BI
655
Berkeley Inc
Idaho
$377K -$413K -14,506 -52%
First Trust Advisors
656
First Trust Advisors
Illinois
$377K +$388K +13,601 New
NC
657
NewSquare Capital
Pennsylvania
$375K
FWM
658
Fingerlakes Wealth Management
New York
$373K +$912 +32 +0.2%
GCA
659
Genesee Capital Advisors
New York
$372K +$382K +13,417 New
Comerica Bank
660
Comerica Bank
Texas
$368K +$109K +3,840 +41%
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$364K +$21.7K +760 +6%
FRA
662
Frank Rimerman Advisors
California
$364K
FCM
663
Firestone Capital Management
Florida
$363K +$20.9K +734 +6%
RWM
664
RBA Wealth Management
California
$362K -$18.4K -646 -5%
FWP
665
Falcon Wealth Planning
California
$361K +$371K +13,011 New
SC
666
Scotia Capital
Ontario, Canada
$360K +$855 +30 +0.2%
PWMG
667
Prestige Wealth Management Group
New Jersey
$360K -$2.71K -95 -0.7%
HCA
668
Harbour Capital Advisors
Virginia
$357K
LAIC
669
Lederer & Associates Investment Counsel
California
$356K +$1.6K +56 +0.4%
SSB
670
Sandy Spring Bank
Maryland
$354K +$798 +28 +0.2%
AC
671
AlphaCore Capital
California
$353K
HPM
672
Hoxton Planning & Management
West Virginia
$345K +$355K +12,456 New
VCA
673
Verdence Capital Advisors
Maryland
$344K +$712 +25 +0.2%
TIP
674
Tandem Investment Partners
New Jersey
$339K +$348K +12,229 New
HIM
675
Harbour Investment Management
Washington
$337K -$28 -1 -0%