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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
426
Pinnacle Financial Partners (Tennessee)
Tennessee
$214K +$207K +11,592 New
BMM
427
Berkshire Money Management
Massachusetts
$213K +$206K +11,520 New
RBCM
428
Raub Brock Capital Management
California
$212K +$205K +11,457 New
RCC
429
Red Cedar Capital
Nebraska
$211K +$590 +33 +0.3%
DCM
430
Donaldson Capital Management
Indiana
$211K +$204K +11,406 New
RW
431
REDW Wealth
New Mexico
$203K +$196K +10,995 New
RFA
432
Reilly Financial Advisors
California
$194K -$15.8K -882 -8%
RCA
433
Rowland Carmichael Advisors
Arizona
$163K -$44.3K -2,478 -22%
IA
434
IFP Advisors
Florida
$162K -$4.64M -259,578 -97%
FHA
435
Flagship Harbor Advisors
Massachusetts
$154K -$11.4K -636 -7%
Bank of Montreal
436
Bank of Montreal
Ontario, Canada
$152K +$87.8K +4,914 +148%
FCA
437
FinTrust Capital Advisors
South Carolina
$144K -$12.8K -714 -8%
BFC
438
Bedel Financial Consulting
Indiana
$144K +$19.3K +1,080 +16%
DSC
439
Duncker Streett & Co
Missouri
$140K +$19.1K +1,071 +16%
SLF
440
Sun Life Financial
Ontario, Canada
$132K – – –
Fidelity Investments
441
Fidelity Investments
Massachusetts
$131K +$23.9K +1,335 +23%
SFSIG
442
San Francisco Sentry Investment Group
California
$130K – – –
VFA
443
Valeo Financial Advisors
Indiana
$120K -$53.4K -2,988 -32%
OIA
444
Optimum Investment Advisors
Illinois
$114K +$35.1K +1,962 +47%
GWM
445
Geneos Wealth Management
Colorado
$111K -$25.7K -1,440 -19%
HCM
446
Horan Capital Management
Maryland
$107K +$104K +5,796 New
BMM
447
Buffington Mohr McNeal
Idaho
$105K +$102K +5,703 New
TWA
448
TCI Wealth Advisors
Arizona
$90K -$4.72K -264 -5%
CAC
449
Certified Advisory Corp
Florida
$88K +$15.1K +846 +22%
GT
450
Glenmede Trust
Pennsylvania
$86K +$74.1K +4,149 +768%