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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIM
476
Harbour Investment Management
Washington
$223K
RWRC
477
R.W. Roge & Company
New York
$222K +$207K +11,187 New
LAIC
478
Lederer & Associates Investment Counsel
California
$222K +$222K +11,979 New
APSI
479
Asset Planning Services Inc
Louisiana
$221K
CIP
480
Capital Insight Partners
Arizona
$220K -$45K -2,430 -17%
RCC
481
Red Cedar Capital
Nebraska
$217K +$1.5K +81 +0.7%
GWM
482
Gray Wealth Management
Maine
$215K +$56 +3 +0%
NIM
483
Nicollet Investment Management
Minnesota
$212K +$212K +11,442 New
RJT
484
Raymond James Trust
Florida
$208K +$209K +11,274 New
CCM
485
CWH Capital Management
Washington
$204K +$205K +11,055 New
EWM
486
Elmwood Wealth Management
California
$198K
RFA
487
Reilly Financial Advisors
California
$181K -$18.8K -1,017 -9%
AIM
488
Acropolis Investment Management
Missouri
$180K
PFPT
489
Pinnacle Financial Partners (Tennessee)
Tennessee
$177K +$667 +36 +0.4%
NG
490
NWK Group
California
$176K -$1.78K -96 -1%
TRCT
491
Tower Research Capital (TRC)
New York
$145K -$579K -31,245 -80%
OIA
492
Optimum Investment Advisors
Illinois
$136K +$93.8K +5,061 +218%
BAM
493
Barrett Asset Management
New York
$130K
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$129K -$9.17K -495 -7%
MA
495
MCF Advisors
Kentucky
$127K -$834 -45 -0.7%
CT
496
Caldwell Trust
Florida
$125K
NIC
497
Northwest Investment Counselors
Oregon
$122K +$122K +6,609 New
BFC
498
Bedel Financial Consulting
Indiana
$114K +$56 +3 +0%
CDIA
499
Capital Directions Investment Advisors
Georgia
$103K
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K -$4.72K -255 -4%