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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
501
TrueWealth LLC
Georgia
$9K – – –
1IA
502
1834 Investment Advisors
Wisconsin
$8K -$804 -45 -10%
GI
503
Gradient Investments
Minnesota
$8K +$2.36K +132 +46%
VCM
504
Versant Capital Management
Arizona
$8K +$8.36K +468 New
HCM
505
Horrell Capital Management
Arkansas
$7K – – –
PWM
506
PRW Wealth Management
Massachusetts
$7K – – –
RBC
507
Roble Belko & Company
Pennsylvania
$6K – – –
SMG
508
Spectrum Management Group
Indiana
$6K – – –
WEC
509
Winslow Evans & Crocker
Massachusetts
$6K – – –
LFG
510
Larson Financial Group
Missouri
$6K +$214 +12 +4%
WCM
511
Whitener Capital Management
North Carolina
$6K +$643 +36 +12%
HCA
512
Horan Capital Advisors
Ohio
$6K +$5.36K +300 New
RCAG
513
Rehmann Capital Advisory Group
Michigan
$5.37K +$5.2K +291 New
MWC
514
MKD Wealth Coaches
Michigan
$5K +$54 +3 +1%
BAM
515
Barrett Asset Management
New York
$4K – – –
BWA
516
Burt Wealth Advisors
Maryland
$4K – – –
SF
517
Synovus Financial
Georgia
$4K +$3.81K +213 New
GI
518
GS Investments
Minnesota
$3.71K -$214 -12 -6%
KC
519
Knuff & Co
California
$3K – – –
TCOV
520
Trust Company of Vermont
Vermont
$3K – – –
NC
521
NewSquare Capital
Pennsylvania
$3K +$2.68K +150 New
AIC
522
Ameritas Investment Company
Nebraska
$3K +$3.06K +171 New
SMFS
523
Squar Milner Financial Services
California
$2K – – –
SFSG
524
Stearns Financial Services Group
North Carolina
$2K – – –
AF
525
Allworth Financial
California
$2K +$1.61K +90 New