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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
926
Fisher Asset Management
Washington
-$496K -17,911 Closed
WAM
927
Worth Asset Management
Texas
-$483K -17,441 Closed
WF
928
Williams Financial
Vermont
-$437K -15,775 Closed
HPM
929
Hoxton Planning & Management
West Virginia
-$345K -12,456 Closed
WAG
930
Windsor Advisory Group
Ohio
-$335K -12,092 Closed
SWM
931
Stockman Wealth Management
Montana
-$315K -11,361 Closed
AT
932
American Trust
Kentucky
-$258K -9,307 Closed
SW
933
Simplicity Wealth
New Jersey
-$254K -9,158 Closed
UW
934
Unique Wealth
Florida
-$246K -8,877 Closed
FWCM
935
Ferguson Wellman Capital Management
Oregon
-$223K -8,034 Closed
FMN
936
Financial Management Network
California
-$220K -7,851 Closed
RIM
937
Rockbridge Investment Management
New York
-$210K -7,566 Closed
RBC
938
Romano Brothers & Co
Illinois
-$208K -7,500 Closed
BAAM
939
Baker Avenue Asset Management
California
-$207K -7,470 Closed
SC
940
Slow Capital
California
-$207K -7,461 Closed
CWA
941
CJM Wealth Advisers
Virginia
-$206K -7,441 Closed
SI
942
Shaker Investments
Ohio
-$204K -7,374 Closed
EWM
943
Evercore Wealth Management
New York
-$203K -7,335 Closed
LWM
944
Liberty Wealth Management
California
-$202K -7,285 Closed
FWS
945
FinDec Wealth Services
California
-$202K -7,282 Closed
PWM
946
Peterson Wealth Management
Nevada
-$201K -7,257 Closed
LMKC
947
L.M. Kohn & Company
Ohio
-$200K -7,229 Closed
Citadel Advisors
948
Citadel Advisors
Florida
-$182K -6,539 Closed
BAM
949
Belpointe Asset Management
Nevada
-$465K -5,696 Closed
CWP
950
Clark Wealth Partners
Illinois
-$141K -5,080 Closed