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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1026
Diversify Advisory Services
Utah
-$1.32M -41,010 Closed
STA
1027
Summit Trail Advisors
New York
-$1.2M -40,032 Closed
SCM
1028
SOL Capital Management
Maryland
-$1.06M -35,321 Closed
DADC
1029
D.A. Davidson & Co
Montana
-$873K -29,045 Closed
BCI
1030
Brinker Capital Investments
Pennsylvania
-$839K -27,909 Closed
MPIA
1031
Milestones Private Investment Advisors
New York
-$715K -23,771 Closed
BRWA
1032
B. Riley Wealth Advisors
Florida
-$487K -16,204 Closed
M&T Bank
1033
M&T Bank
New York
-$416K -13,818 Closed
FRA
1034
Frank Rimerman Advisors
California
-$395K -13,134 Closed
GRR
1035
Golden Reserve Retirement
Ohio
-$340K -11,322 Closed
MFG
1036
Magnus Financial Group
New York
-$328K -10,922 Closed
LEA
1037
Legacy Edge Advisors
New York
-$301K -10,018 Closed
TIAA Trust, National Association
1038
TIAA Trust, National Association
North Carolina
-$296K -9,836 Closed
ACM
1039
Argent Capital Management
Missouri
-$296K -9,831 Closed
BAS
1040
Breakthru Advisory Services
Wisconsin
-$289K -9,595 Closed
FFS
1041
Founders Financial Securities
Maryland
-$286K -9,517 Closed
FA
1042
FSA Advisors
Michigan
-$265K -8,800 Closed
CCWP
1043
Cedar Cove Wealth Partners
Minnesota
-$259K -8,623 Closed
PFA
1044
Providence Financial Advisors
Kansas
-$250K -8,318 Closed
ACM
1045
Advisors Capital Management
New Jersey
-$232K -7,719 Closed
UW
1046
Unique Wealth
Florida
-$218K -7,237 Closed
AFA
1047
Arlington Financial Advisors
California
-$217K -7,204 Closed
BRWM
1048
Blue Rock Wealth Management
North Carolina
-$214K -7,130 Closed
HCM
1049
Hengehold Capital Management
Ohio
-$206K -6,834 Closed
CIC
1050
Carnegie Investment Counsel
Ohio
-$205K -6,817 Closed