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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
401
Naples Global Advisors
Florida
$257K +$249K +13,941 New
CIC
402
Carnegie Investment Counsel
Ohio
$251K +$243K +13,590 New
HCIA
403
Hochman Cole Investment Advisors
Illinois
$250K
PIM
404
Penobscot Investment Management
Massachusetts
$248K +$10.9K +612 +5%
BCA
405
Bay Colony Advisors
Massachusetts
$247K -$10.6K -594 -4%
BCM
406
Boltwood Capital Management
California
$246K -$162K -9,045 -40%
LA
407
LexAurum Advisors
Kansas
$241K +$233K +13,038 New
SCA
408
Stillwater Capital Advisors
Pennsylvania
$238K
SWA
409
Stratos Wealth Advisors
Ohio
$235K +$227K +12,726 New
GA
410
Gateway Advisory
New Jersey
$233K -$330K -18,459 -59%
TF
411
Trek Financial
Arizona
$232K -$169K -9,432 -43%
GPC
412
Glacier Peak Capital
Washington
$232K +$224K +12,552 New
BIA
413
Barry Investment Advisors
Massachusetts
$231K +$223K +12,486 New
GWA
414
Guidant Wealth Advisors
Illinois
$230K +$223K +12,453 New
PWMAG
415
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$220K +12,297 New
PL
416
Plancorp LLC
Missouri
$225K +$217K +12,162 New
TPW
417
Tiller Private Wealth
Pennsylvania
$224K +$217K +12,150 New
GG
418
Greenwood Gearhart
Arkansas
$223K +$216K +12,075 New
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$222K -$3.65K -204 -2%
SWM
420
Segment Wealth Management
Texas
$220K +$213K +11,931 New
LFS
421
Lutz Financial Services
Nebraska
$216K -$33.5K -1,872 -14%
RWM
422
RBA Wealth Management
California
$214K +$203K +11,337 New
PFPT
423
Pinnacle Financial Partners (Tennessee)
Tennessee
$214K +$207K +11,592 New
BMM
424
Berkshire Money Management
Massachusetts
$213K +$206K +11,520 New
RBCM
425
Raub Brock Capital Management
California
$212K +$205K +11,457 New