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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$267K -$1.5K -84 -0.6%
CP
402
Camelot Portfolios
Ohio
$261K +$253K +14,136 New
NF
403
Nikulski Financial
Iowa
$259K – – –
NGA
404
Naples Global Advisors
Florida
$257K +$249K +13,941 New
CIC
405
Carnegie Investment Counsel
Ohio
$251K +$243K +13,590 New
HCIA
406
Hochman Cole Investment Advisors
Illinois
$250K – – –
PIM
407
Penobscot Investment Management
Massachusetts
$248K +$10.9K +612 +5%
BCA
408
Bay Colony Advisors
Massachusetts
$247K -$10.6K -594 -4%
BCM
409
Boltwood Capital Management
California
$246K -$162K -9,045 -40%
LA
410
LexAurum Advisors
Kansas
$241K +$233K +13,038 New
SCA
411
Stillwater Capital Advisors
Pennsylvania
$238K – – –
SWA
412
Stratos Wealth Advisors
Ohio
$235K +$227K +12,726 New
GA
413
Gateway Advisory
New Jersey
$233K -$330K -18,459 -59%
TF
414
Trek Financial
Arizona
$232K -$169K -9,432 -43%
GPC
415
Glacier Peak Capital
Washington
$232K +$224K +12,552 New
BIA
416
Barry Investment Advisors
Massachusetts
$231K +$223K +12,486 New
GWA
417
Guidant Wealth Advisors
Illinois
$230K +$223K +12,453 New
PWMAG
418
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$220K +12,297 New
PL
419
Plancorp LLC
Missouri
$225K +$217K +12,162 New
TPW
420
Tiller Private Wealth
Pennsylvania
$224K +$217K +12,150 New
GG
421
Greenwood Gearhart
Arkansas
$223K +$216K +12,075 New
PNC Financial Services Group
422
PNC Financial Services Group
Pennsylvania
$222K -$3.65K -204 -2%
SWM
423
Segment Wealth Management
Texas
$220K +$213K +11,931 New
LFS
424
Lutz Financial Services
Nebraska
$216K -$33.5K -1,872 -14%
RWM
425
RBA Wealth Management
California
$214K +$203K +11,337 New