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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
726
CIBC Private Wealth Group
Georgia
$263K -$37.9K -1,329 -12%
MWM
727
Mission Wealth Management
California
$263K +$1.23K +43 +0.5%
SCP
728
Stevens Capital Partners
Nebraska
$262K +$47.2K +1,656 +21%
CSIC
729
Clifford Swan Investment Counsel
California
$262K +$3.39K +119 +1%
AT
730
American Trust
Kentucky
$258K -$13.8K -485 -5%
KPWS
731
Kestra Private Wealth Services
Texas
$257K -$20.3K -713 -7%
AC
732
AWM Capital
Arizona
$256K
G
733
Gainplan
Michigan
$256K -$2.73K -96 -1%
BMO
734
Beck Mack & Oliver
New York
$254K -$28.5K -1,000 -10%
SW
735
Simplicity Wealth
New Jersey
$254K +$261K +9,158 New
MCCP
736
Mission Creek Capital Partners
California
$252K +$81.9K +2,876 +32%
FNBOMD
737
First National Bank of Mount Dora
Florida
$249K
ZIM
738
Zacks Investment Management
Illinois
$246K +$4.99K +175 +2%
UW
739
Unique Wealth
Florida
$246K
FF
740
Farnam Financial
Arizona
$245K +$28 +1 +0%
QCM
741
Quantinno Capital Management
New York
$243K +$250K +8,781 New
MOS
742
MGO One Seven
Ohio
$242K -$299K -10,504 -55%
CCA
743
Clarity Capital Advisors
Florida
$240K -$50.6K -1,776 -17%
GWM
744
Gray Wealth Management
Maine
$240K
LCM
745
Liberty Capital Management
Michigan
$240K +$7.67K +269 +3%
AFTS
746
American Financial & Tax Strategies
New York
$240K +$2K +70 +0.8%
FIA
747
Foundations Investment Advisors
Arizona
$239K -$14.6K -513 -6%
HCM
748
Hengehold Capital Management
Ohio
$235K +$15.9K +557 +7%
AssetMark Inc
749
AssetMark Inc
California
$234K +$205K +7,186 +577%
HCMT
750
Highland Capital Management (Tennessee)
Tennessee
$233K -$10.9K -384 -4%