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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
351
BFSG LLC
California
$324K +$354K +20,283 New
CIA
352
Capital Investment Advisors
Georgia
$317K +$44.7K +2,556 +15%
SS
353
Simplicity Solutions
Minnesota
$307K +$336K +19,209 New
S
354
SignatureFD
Georgia
$303K -$54.4K -3,114 -14%
VBFP
355
Valtinson Bruner Financial Planning
Minnesota
$300K +$328K +18,771 New
HIC
356
Holderness Investments Company
North Carolina
$297K +$19.6K +1,119 +6%
CRC
357
Curi RMB Capital
Illinois
$296K -$25K -1,428 -7%
MCWS
358
McKinley Carter Wealth Services
West Virginia
$293K +$3.51K +201 +1%
DWM
359
Destination Wealth Management
California
$292K +$32.8K +1,875 +11%
BFG
360
Bouchey Financial Group
New York
$288K +$105K +6,024 +50%
WCM
361
Wealthcare Capital Management
Virginia
$280K
CMBA
362
C.M. Bidwell & Associates
Hawaii
$280K +$6.81K +390 +2%
VDFA
363
Vickerman & Driscoll Financial Advisors
Washington
$275K +$786 +45 +0.3%
EK
364
Evensky & Katz
Florida
$275K +$1.57K +90 +0.5%
HWA
365
Heritage Way Advisors
Illinois
$270K +$11.2K +642 +4%
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$261K
PRS
367
Pinkerton Retirement Specialists
Idaho
$260K -$14.7M -839,805 -98%
Northern Trust
368
Northern Trust
Illinois
$247K +$7.34K +420 +3%
TCM
369
Twele Capital Management
Minnesota
$246K +$17K +972 +7%
PA
370
Paracle Advisors
Washington
$246K +$269K +15,414 New
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$242K +$74.3K +4,251 +39%
PI
372
Pachira Investments
California
$233K +$254K +14,553 New
DAS
373
Dynamic Advisor Solutions
Arizona
$230K -$95.9K -5,490 -30%
CA
374
Continuum Advisory
Idaho
$229K +$577 +33 +0.2%
Millennium Management
375
Millennium Management
New York
$227K +$249K +14,229 New