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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
226
BCWM LLC
Kansas
$500K -$29.6K -1,716 -6%
AIA
227
Armor Investment Advisors
North Carolina
$491K +$8.59K +498 +2%
FNBT
228
FineMark National Bank & Trust
Florida
$488K -$2.28K -132 -0.5%
DY
229
Dowling & Yahnke
California
$485K +$471K +27,312 New
A
230
AdvicePeriod
California
$483K +$470K +27,219 New
SIC
231
Sigma Investment Counselors
Michigan
$477K +$12.1K +702 +3%
H
232
HoyleCohen
California
$465K +$452K +26,178 New
MMHP
233
Murphy Middleton Hinkle & Parker
Georgia
$448K +$435K +25,224 New
PAM
234
Pegasus Asset Management
New York
$427K +$415K +24,069 New
CIR
235
Clear Investment Research
Georgia
$414K – – –
AG
236
Appleton Group
Wisconsin
$413K +$35.6K +2,064 +10%
Northern Trust
237
Northern Trust
Illinois
$405K +$394K +22,827 New
Calamos Advisors
238
Calamos Advisors
Illinois
$404K +$11.2K +648 +3%
FRA
239
Front Row Advisors
California
$399K +$388K +22,479 New
MCWS
240
McKinley Carter Wealth Services
West Virginia
$396K -$2.8K -162 -0.7%
PAM
241
Peak Asset Management
Colorado
$396K +$166K +9,645 +76%
NP
242
NorthRock Partners
Minnesota
$393K -$222K -12,855 -37%
RPA
243
Rock Point Advisors
Vermont
$391K -$27.8K -1,611 -7%
WCM
244
Wealthcare Capital Management
Virginia
$389K – – –
AIM
245
Avity Investment Management
Connecticut
$383K -$290K -16,800 -44%
SG
246
Somerset Group
Minnesota
$382K +$117K +6,777 +46%
CIAS
247
Capital Investment Advisory Services
North Carolina
$378K -$50.4K -2,919 -12%
BL
248
Balentine LLC
Georgia
$375K – – –
CWM
249
Cornerstone Wealth Management
Missouri
$373K +$69.4K +4,020 +24%
AIM
250
Aspen Investment Management
Michigan
$367K -$12.4K -720 -3%