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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
476
Balentine LLC
Georgia
$342K -$2.69K -129 -0.8%
GAM
477
Garrison Asset Management
Arkansas
$341K -$104K -4,974 -25%
CCA
478
Checchi Capital Advisers
California
$340K +$312K +14,952 New
HI
479
Hendershot Investments
Virginia
$337K +$5.44K +261 +2%
PIA
480
Pinion Investment Advisors
Kansas
$335K -$382K -18,324 -55%
HIC
481
Hartline Investment Corp
Illinois
$335K -$6.32K -303 -2%
US Bancorp
482
US Bancorp
Minnesota
$331K -$91.5K -4,386 -23%
PIM
483
Penobscot Investment Management
Massachusetts
$329K -$37.5K -1,800 -11%
DSC
484
Duncker Streett & Co
Missouri
$329K +$688 +33 +0.2%
WCFA
485
Walkner Condon Financial Advisors
Wisconsin
$327K +$300K +14,403 New
NFG
486
Next Financial Group
Texas
$324K +$29.5K +1,413 +11%
HCIA
487
Hochman Cole Investment Advisors
Illinois
$316K -$70.6K -3,384 -20%
KFS
488
Kaizen Financial Strategies
California
$313K +$287K +13,752 New
APA
489
Allegiant Private Advisors
Florida
$313K +$287K +13,776 New
CFO
490
CVA Family Office
Colorado
$309K +$188 +9 +0.1%
BWP
491
BSW Wealth Partners
Colorado
$308K +$188 +9 +0.1%
RWM
492
Reston Wealth Management
Virginia
$306K -$34K -1,629 -11%
CIC
493
Carnegie Investment Counsel
Ohio
$302K +$20.1K +963 +8%
LA
494
LexAurum Advisors
Kansas
$299K +$1K +48 +0.4%
FRA
495
Frank Rimerman Advisors
California
$298K +$274K +13,134 New
PCA
496
Personal Capital Advisors
California
$298K +$273K +13,110 New
RWM
497
RBA Wealth Management
California
$296K -$7.82K -375 -3%
SCA
498
Stillwater Capital Advisors
Pennsylvania
$294K – – –
DWP
499
Destiny Wealth Partners
Florida
$294K +$270K +12,924 New
EWM
500
Echo Wealth Management
Minnesota
$290K +$266K +12,756 New