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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
351
NovaPoint Capital
Georgia
$817K +$789K +40,734 New
BCM
352
Boltwood Capital Management
California
$813K +$301K +15,558 +62%
TW
353
Transform Wealth
Colorado
$795K -$188K -9,687 -20%
DP
354
DDD Partners
Washington
$793K +$40.1K +2,070 +6%
SCM
355
Stordahl Capital Management
Colorado
$771K +$1.39K +72 +0.2%
SIC
356
Sigma Investment Counselors
Michigan
$767K +$16.4K +849 +2%
OPA
357
Old Port Advisors
Maine
$763K -$21.9K -1,131 -3%
GC
358
Grimes & Company
Massachusetts
$760K -$40.1K -2,073 -5%
LPIC
359
LeJeune Puetz Investment Counsel
Michigan
$758K +$465 +24 +0.1%
PWMAG
360
Pinnacle Wealth Management Advisory Group
New Jersey
$758K +$209K +10,770 +40%
PGAM
361
Princeton Global Asset Management
New Jersey
$750K +$49.4K +2,553 +7%
VVP
362
Venture Visionary Partners
Ohio
$750K +$725K +37,452 New
DBRC
363
D.B. Root & Company
Pennsylvania
$749K -$6.74K -348 -0.9%
HIC
364
Holderness Investments Company
North Carolina
$745K -$40.7K -2,100 -5%
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$740K
SAM
366
Sawgrass Asset Management
Florida
$737K -$360K -18,570 -34%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$732K
CGFA
368
Colton Groome Financial Advisors
North Carolina
$729K +$47.7K +2,463 +7%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$717K +$107K +5,544 +18%
PA
370
Parallel Advisors
California
$715K +$4.07K +210 +0.6%
IWM
371
IHT Wealth Management
Illinois
$714K +$15.2K +783 +2%
WIA
372
Wealthstreet Investment Advisors
Texas
$711K +$8.71K +450 +1%
GAM
373
Garrison Asset Management
Arkansas
$707K +$57.9K +2,988 +9%
CWM
374
Cornerstone Wealth Management
Missouri
$704K +$59.2K +3,060 +10%
HA
375
HYA Advisors
Missouri
$701K +$676K +34,938 New