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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
426
MGO One Seven
Ohio
$438K
NGA
427
Naples Global Advisors
Florida
$437K +$80.1K +4,137 +23%
AIM
428
Avity Investment Management
Connecticut
$431K
BL
429
Balentine LLC
Georgia
$423K -$2.03M -104,907 -83%
CCM
430
Coldstream Capital Management
Washington
$419K -$195K -10,050 -32%
TNB
431
TCF National Bank
South Dakota
$415K
DFG
432
DWM Financial Group
Illinois
$415K +$401K +20,700 New
TC
433
Telemus Capital
Michigan
$413K -$2.9K -150 -0.7%
BCA
434
Bay Colony Advisors
Massachusetts
$413K +$10.8K +558 +3%
TCM
435
Twele Capital Management
Minnesota
$412K +$18.8K +969 +5%
CIC
436
Carnegie Investment Counsel
Ohio
$398K +$169K +8,739 +79%
HWA
437
Heritage Way Advisors
Illinois
$395K -$13.5K -696 -3%
DWM
438
Destination Wealth Management
California
$389K +$32.1K +1,659 +9%
OFS
439
Oldfather Financial Services
Nebraska
$389K +$374K +19,329 New
HFA
440
Hoover Financial Advisors
Pennsylvania
$389K +$376K +19,419 New
CI
441
Cordant Inc
Oregon
$379K +$366K +18,912 New
AAS
442
Avantax Advisory Services
Texas
$373K +$360K +18,594 New
WQ
443
Wealth Quarterback
New Jersey
$372K +$20.7M +1,067,412 New
VBFP
444
Valtinson Bruner Financial Planning
Minnesota
$370K
BWP
445
BSW Wealth Partners
Colorado
$369K -$6.04K -312 -2%
US Bancorp
446
US Bancorp
Minnesota
$365K -$5.52K -285 -2%
FNBT
447
FineMark National Bank & Trust
Florida
$362K -$7.26K -375 -2%
BFG
448
Bouchey Financial Group
New York
$362K +$232 +12 +0.1%
LFS
449
Lutz Financial Services
Nebraska
$361K +$3.19K +165 +0.9%
SC
450
Slow Capital
California
$359K +$13.6K +702 +4%