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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
851
First Manhattan
New York
$376 +$344 +15 New
AWM
852
Able Wealth Management
New Jersey
$248 +$206 +9 New
AWA
853
Alaska Wealth Advisors
Alaska
$226 – – –
HWP
854
Highline Wealth Partners
California
$151 – – –
Lido Advisors
855
Lido Advisors
California
– -$22.4M -993,468 Closed
IAS
856
IMA Advisory Services
Colorado
– -$10.2M -450,000 Closed
NYLIM
857
New York Life Investment Management
New York
– -$6.49M -287,865 Closed
CF
858
Cantor Fitzgerald
New York
– -$5.67M -251,538 Closed
IAIM
859
International Assets Investment Management
Florida
– -$1.96M -108,360 Closed
PFC
860
Phocas Financial Corp
California
– -$1.01M -44,736 Closed
CI
861
CX Institutional
Indiana
– -$915K -40,551 Closed
Natixis Advisors
862
Natixis Advisors
Massachusetts
– -$849K -37,635 Closed
Renaissance Technologies
863
Renaissance Technologies
New York
– -$778K -34,500 Closed
FFA
864
First Foundation Advisors
California
– -$769K -34,071 Closed
FIA
865
Foundations Investment Advisors
Arizona
– -$339K -15,006 Closed
ECM
866
Evergreen Capital Management
Washington
– -$280K -12,414 Closed
EWM
867
Elmwood Wealth Management
California
– -$279K -12,378 Closed
PIA
868
Pinion Investment Advisors
Kansas
– -$251K -11,127 Closed
GM
869
GeoWealth Management
Illinois
– -$248K -10,989 Closed
KAS
870
KPP Advisory Services
Kentucky
– -$233K -10,320 Closed
KeyBank National Association
871
KeyBank National Association
Ohio
– -$208K -9,204 Closed
BAAM
872
Baker Avenue Asset Management
California
– -$169K -7,470 Closed
NIC
873
Northwest Investment Counselors
Oregon
– -$102K -4,536 Closed
PR
874
Payden & Rygel
California
– -$77K -3,390 Closed
SCA
875
Stonebridge Capital Advisors
Minnesota
– -$45.3K -2,010 Closed