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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
451
Rock Point Advisors
Vermont
$234K +$19K +1,035 +7%
WDL
452
Well Done LLC
Michigan
$234K +$19.6K +1,068 +7%
CAM
453
Cresset Asset Management
Illinois
$232K
AllianceBernstein
454
AllianceBernstein
Tennessee
$229K +$298K +16,284 New
RWM
455
Reston Wealth Management
Virginia
$228K +$659 +36 +0.2%
PL
456
Plancorp LLC
Missouri
$227K +$72.1K +3,939 +32%
SFG
457
SevenBridge Financial Group
Pennsylvania
$226K +$824 +45 +0.3%
PIM
458
Penobscot Investment Management
Massachusetts
$225K -$7.14K -390 -2%
RC
459
Rovin Capital
Arizona
$224K -$11.1M -607,752 -98%
FFA
460
Fragasso Financial Advisors
Pennsylvania
$220K +$287K +15,678 New
DWM
461
Destination Wealth Management
California
$219K -$69.7K -3,807 -20%
SWM
462
Segment Wealth Management
Texas
$219K -$4.56K -249 -2%
BL
463
Balentine LLC
Georgia
$218K -$102K -5,574 -26%
HFA
464
Hoover Financial Advisors
Pennsylvania
$215K -$75.4K -4,116 -21%
WANY
465
Wealthspire Advisors (New York)
New York
$215K +$280K +15,300 New
EWA
466
EP Wealth Advisors
California
$209K -$139K -7,581 -34%
WAM
467
Wealthspire Advisors (Maryland)
Maryland
$209K -$21.1K -1,155 -7%
BFM
468
Boston Financial Management
Massachusetts
$206K
BRWA
469
B. Riley Wealth Advisors
Florida
$204K -$36K -1,968 -12%
SPIA
470
Steward Partners Investment Advisory
New York
$202K -$1.73M -94,341 -87%
SG
471
Somerset Group
Minnesota
$201K +$4.39K +240 +2%
NFG
472
Next Financial Group
Texas
$200K +$17.5K +954 +7%
HI
473
Hendershot Investments
Virginia
$189K +$31K +1,695 +14%
SFS
474
Sowell Financial Services
Arkansas
$180K +$83.4K +4,557 +55%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$166K -$67.6K -3,693 -24%