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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGK
926
Steigerwald Gordon & Koch
Virginia
$144K – – –
Russell Investments Group
927
Russell Investments Group
United Kingdom
$141K +$29.9K +868 +29%
RMP
928
Richards, Merrill & Peterson
Washington
$141K – – –
CCWM
929
Cassaday & Co Wealth Management
Virginia
$139K – – –
SFC
930
SYM Financial Corp
Indiana
$136K – – –
B
931
Bellecapital
Switzerland
$134K +$125K +3,640 New
SAM
932
Smartleaf Asset Management
Massachusetts
$129K – – –
GSWM
933
Golden State Wealth Management
California
$126K -$34 -1 -0%
WAU
934
Wellington-Altus USA
Manitoba, Canada
$126K – – –
OA
935
Operose Advisors
Wisconsin
$123K +$344 +10 +0.3%
SFG
936
Strive Financial Group
Indiana
$114K +$106K +3,082 New
FFA
937
Founders Financial Alliance
North Carolina
$112K +$275 +8 +0.3%
AT
938
Arlington Trust
Alabama
$111K – – –
HBT
939
Hills Bank & Trust
Iowa
$111K +$103K +3,000 New
Kayne Anderson Rudnick Investment Management
940
Kayne Anderson Rudnick Investment Management
California
$111K +$103K +3,000 New
MB
941
MidFirst Bank
Oklahoma
$108K +$76.5K +2,223 +316%
SWP
942
Strategic Wealth Partners
Ohio
$107K +$34 +1 +0%
MBFW
943
Morton Brown Family Wealth
Pennsylvania
$106K – – –
FW
944
Fairway Wealth
Ohio
$104K +$275 +8 +0.3%
BC
945
Bulwark Capital
Florida
$98.9K – – –
UB
946
UMB Bank
Missouri
$96K +$13.1K +381 +17%
BIM
947
Breakwater Investment Management
Washington
$94K – – –
BHWM
948
Beaird Harris Wealth Management
Texas
$93.3K – – –
WSFS
949
Wilmington Savings Fund Society
Delaware
$88.5K – – –
IAIM
950
International Assets Investment Management
Florida
$86.3K +$40.2K +1,168 +97%