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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
676
Continental Investors Services
Washington
$495K -$585 -17 -0.1%
PWA
677
Pitcairn Wealth Advisors
Pennsylvania
$491K +$217K +6,292 +90%
HFA
678
Hershey Financial Advisers
Pennsylvania
$487K +$455K +13,219 New
First Manhattan
679
First Manhattan
New York
$486K +$26.4K +767 +6%
GA
680
Goldstein Advisors
Wisconsin
$481K – – –
KCAM
681
Kagan Cocozza Asset Management
New Jersey
$474K +$3.99K +116 +0.9%
Bank of Montreal
682
Bank of Montreal
Ontario, Canada
$473K -$6.44K -187 -1%
PCM
683
Parsons Capital Management
Rhode Island
$471K +$13.9K +404 +3%
OFS
684
Opus Financial Solutions
Illinois
$470K -$5.78K -168 -1%
FWP
685
Falcon Wealth Planning
California
$467K -$21.5K -624 -5%
CAG
686
Curtis Advisory Group
California
$467K – – –
WIA
687
World Investment Advisors
California
$466K -$5.88K -171 -1%
MCM
688
Mitchell Capital Management
Kansas
$464K +$138 +4 +0%
CFO
689
Cambient Family Office
Michigan
$458K – – –
FCM
690
Firestone Capital Management
Florida
$457K -$17.4K -507 -4%
TFP
691
Tilia Fiduciary Partners
North Carolina
$456K -$9.36K -272 -2%
NAS
692
NWF Advisory Services
California
$456K +$138 +4 +0%
NW
693
NewEdge Wealth
Pennsylvania
$456K +$964 +28 +0.2%
MF
694
Meridian Financial
Massachusetts
$455K -$35.9K -1,043 -8%
RFA
695
Resurgent Financial Advisors
Georgia
$455K -$14.8K -430 -3%
KJWM
696
Kiley Juergens Wealth Management
Washington
$453K +$138 +4 +0%
SAM
697
SVRN Asset Management
Texas
$453K – – –
CBA
698
Coastal Bridge Advisors
Connecticut
$451K -$12.1K -351 -3%
HIM
699
Harbour Investment Management
Washington
$448K – – –
GWANC
700
Guardian Wealth Advisors (North Carolina)
North Carolina
$447K -$69.8K -2,029 -14%