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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
801
Avion Wealth
Texas
$296K
SH
802
SLT Holdings
Arizona
$295K
MNA
803
Manning & Napier Advisors
New York
$294K
ZIM
804
Zacks Investment Management
Illinois
$293K -$3.75K -109 -1%
CSIC
805
Clifford Swan Investment Counsel
California
$293K -$52.4K -1,522 -16%
WMA
806
William Mack & Associates
Michigan
$292K +$273K +7,918 New
FM
807
Family Management
New York
$291K
FNT
808
First National Trust
Pennsylvania
$291K
ODIJL
809
One Day In July LLC
Vermont
$290K
RF
810
Robinswood Financial
Washington
$288K -$8.09K -235 -3%
HWM
811
Heirloom Wealth Management
Colorado
$286K
RWM
812
RMG Wealth Management
Wisconsin
$285K
AFTS
813
American Financial & Tax Strategies
New York
$284K -$6.2K -180 -2%
SI
814
Stephens Inc
Arkansas
$284K +$103 +3 +0%
VCA
815
Verdence Capital Advisors
Maryland
$284K +$4.65K +135 +2%
FFM
816
Forum Financial Management
Illinois
$283K +$9.4K +273 +4%
BW
817
BIP Wealth
Georgia
$283K -$10.7K -312 -4%
LC
818
LCNB Corp
Ohio
$283K
FCH
819
Freestone Capital Holdings
Washington
$282K +$263K +7,638 New
M
820
MOTCO
Texas
$278K
OPW
821
Osprey Private Wealth
New York
$277K
GPWA
822
Gaddis Premier Wealth Advisors
Oklahoma
$275K +$257K +7,463 New
CIM
823
Contravisory Investment Management
Massachusetts
$274K -$398K -11,568 -61%
CST
824
Charles Schwab Trust
Nevada
$274K
AWM
825
Act Wealth Management
Texas
$272K +$103 +3 +0%