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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
426
REDW Wealth
New Mexico
$227K +$17.2K +921 +8%
BMM
427
Berkshire Money Management
Massachusetts
$226K +$6.17K +330 +3%
RWM
428
RBA Wealth Management
California
$225K +$9.09K +486 +4%
RBCM
429
Raub Brock Capital Management
California
$224K +$6.29K +336 +3%
LFS
430
Lutz Financial Services
Nebraska
$223K
TF
431
Trek Financial
Arizona
$222K -$16.7K -894 -7%
PFPT
432
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K
RCC
433
Red Cedar Capital
Nebraska
$218K
SPC
434
Sigma Planning Corp
Michigan
$218K +$214K +11,433 New
PCA
435
Personal Capital Advisors
California
$217K +$213K +11,400 New
CIC
436
Carnegie Investment Counsel
Ohio
$210K -$47.7K -2,550 -19%
DCM
437
Donaldson Capital Management
Indiana
$210K -$7.35K -393 -3%
SP
438
SWS Partners
Ohio
$207K +$202K +10,785 New
RFA
439
Reilly Financial Advisors
California
$185K -$15.2K -813 -8%
MWP
440
MYCIO Wealth Partners
Pennsylvania
$179K +$175K +9,381 New
RCA
441
Rowland Carmichael Advisors
Arizona
$160K -$8.14K -435 -5%
BFC
442
Bedel Financial Consulting
Indiana
$149K
FHA
443
Flagship Harbor Advisors
Massachusetts
$148K -$11.2K -600 -7%
FCA
444
FinTrust Capital Advisors
South Carolina
$148K
Fidelity Investments
445
Fidelity Investments
Massachusetts
$145K +$9.77K +522 +7%
SFSIG
446
San Francisco Sentry Investment Group
California
$145K +$10.7K +570 +8%
DSC
447
Duncker Streett & Co
Missouri
$144K
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$143K -$140K -7,500 -50%
SLF
449
Sun Life Financial
Ontario, Canada
$136K
OAM
450
Oppenheimer Asset Management
New York
$135K +$49K +2,619 +58%