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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
201
Aspiriant LLC
California
$757K -$8.08M -468,276 -92%
BPM
202
Bowling Portfolio Management
Ohio
$757K +$18.3K +1,062 +3%
LFAS
203
Level Four Advisory Services
Texas
$747K +$330K +19,122 +83%
FA
204
FDx Advisors
Illinois
$745K -$71.8K -4,161 -9%
BAM
205
Belpointe Asset Management
Nevada
$723K +$58.1K +3,366 +9%
Mariner
206
Mariner
Kansas
$723K +$148K +8,586 +27%
SCA
207
Snowden Capital Advisors
New York
$677K -$105K -6,087 -14%
VCM
208
Vivaldi Capital Management
Illinois
$611K +$594K +34,431 New
CA
209
Cambridge Advisors
Nebraska
$610K +$26.6K +1,539 +5%
WIA
210
Wealthstreet Investment Advisors
Texas
$601K +$584K +33,825 New
FAM
211
Foothills Asset Management
Arizona
$600K -$5.18K -300 -0.9%
JWA
212
JFS Wealth Advisors
Pennsylvania
$599K +$102K +5,907 +21%
TC
213
Telemus Capital
Michigan
$593K +$576K +33,381 New
WF
214
WealthTrust Fairport
Ohio
$579K +$23.4K +1,356 +4%
BFEC
215
Benjamin F. Edwards & Company
Missouri
$576K +$372K +21,570 +199%
SSWM
216
Sheets Smith Wealth Management
North Carolina
$572K +$10.8K +627 +2%
KM
217
Kalos Management
Georgia
$559K +$557K +32,289 New
CWM
218
Confluence Wealth Management
Oregon
$558K -$8.13K -471 -1%
CCMW
219
Cypress Capital Management (Wyoming)
Wyoming
$548K +$120K +6,966 +29%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$543K -$3.42K -198 -0.6%
MA
221
MUFG Americas
New York
$534K +$43.5K +2,523 +9%
HGWM
222
Harvest Group Wealth Management
Massachusetts
$521K +$507K +29,355 New
SWA
223
Sutton Wealth Advisors
Florida
$511K -$50.6K -2,934 -9%
BAC
224
Boys Arnold & Co
North Carolina
$506K +$276K +15,975 +128%
CA
225
Calton & Associates
Florida
$502K +$465K +26,943 New