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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
801
Capital Analysts LLC
Pennsylvania
$96K – – –
SIS
802
Sound Income Strategies
Florida
$93.6K +$41.4K +1,488 +71%
OA
803
Operose Advisors
Wisconsin
$85.6K +$278 +10 +0.3%
NC
804
North Capital
Utah
$79.9K +$84.9K +3,048 New
AT
805
Arlington Trust
Alabama
$78.6K +$83.5K +3,000 New
TCOV
806
Trust Company of Vermont
Vermont
$78.4K +$891 +32 +1%
CI
807
CX Institutional
Indiana
$78K +$83.3K +2,990 New
MFC
808
Morris Financial Concepts
South Carolina
$78K +$14.4K +517 +21%
FFA
809
Founders Financial Alliance
North Carolina
$77.2K +$223 +8 +0.3%
ADL
810
Asset Dedication LLC
California
$75.7K – – –
MBFW
811
Morton Brown Family Wealth
Pennsylvania
$75.5K – – –
BTI
812
Blue Trust Inc
Georgia
$73.7K – – –
FMP
813
Financial Management Professionals
Texas
$71.5K +$76K +2,730 New
AA
814
Addison Advisors
Vermont
$70.3K – – –
GSWM
815
Golden State Wealth Management
California
$70K -$3.54K -127 -5%
RMP
816
Richards, Merrill & Peterson
Washington
$69.2K – – –
HC
817
Hurley Capital
New York
$68.7K +$28 +1 +0%
BIM
818
Breakwater Investment Management
Washington
$66.8K – – –
Russell Investments Group
819
Russell Investments Group
United Kingdom
$64K +$56.1K +2,013 +467%
WSFS
820
Wilmington Savings Fund Society
Delaware
$62.9K – – –
OC
821
Oakworth Capital
Alabama
$60.8K – – –
GWSA
822
Global Wealth Strategies & Associates
Colorado
$57.9K +$28 +1 +0%
PCM
823
Palouse Capital Management
Washington
$56.3K -$501 -18 -0.8%
CMP
824
Coston McIsaac & Partners
Maine
$56K -$25.2K -906 -30%
LWA
825
Lowe Wealth Advisors
Maryland
$55.6K – – –