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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
Montag & Associates
Georgia
$200K – – –
SC
852
SouthState Corp
Florida
$198K -$73K -2,448 -27%
RF
853
Robinswood Financial
Washington
$192K – – –
PK
854
Pflug Koory
Nebraska
$186K +$32.4K +1,088 +21%
CA
855
CoreCap Advisors
Michigan
$171K +$39.2K +1,314 +30%
CAL
856
Capital Analysts LLC
Pennsylvania
$170K +$30.1K +1,009 +22%
SWM
857
SHP Wealth Management
Massachusetts
$168K +$167K +5,591 New
DSC
858
Duncker Streett & Co
Missouri
$163K – – –
BONH
859
Bank of New Hampshire
New Hampshire
$154K – – –
KFI
860
Key Financial Inc
Pennsylvania
$153K +$4.86K +163 +3%
ADL
861
Asset Dedication LLC
California
$149K – – –
NG
862
NWK Group
California
$149K – – –
FG
863
Fairman Group
Pennsylvania
$148K +$298 +10 +0.2%
DCM
864
Davis Capital Management
Florida
$146K +$268 +9 +0.2%
GT
865
Glenmede Trust
Pennsylvania
$142K +$141K +4,718 New
RDFA
866
Ritter Daniher Financial Advisory
Ohio
$138K – – –
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K +$3.94K +132 +3%
LWM
868
Lodestone Wealth Management
Washington
$133K +$132K +4,419 New
S
869
SignatureFD
Georgia
$128K – – –
EA
870
Evolution Advisers
Virginia
$126K – – –
Fifth Third Bancorp
871
Fifth Third Bancorp
Ohio
$125K +$93.9K +3,150 +315%
BF
872
BOK Financial
Oklahoma
$125K – – –
WAU
873
Wellington-Altus USA
Manitoba, Canada
$122K +$121K +4,065 New
MAFA
874
MJT & Associates Financial Advisory
Minnesota
$119K – – –
AssetMark Inc
875
AssetMark Inc
California
$118K +$12.4K +416 +12%