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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
501
Pinion Investment Advisors
Kansas
$341K -$23.4K -966 -7%
CFO
502
CVA Family Office
Colorado
$338K +$146 +6 +0%
RWM
503
Reston Wealth Management
Virginia
$335K +$1.02K +42 +0.3%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$332K +$74.5K +3,072 +30%
WF
505
Williams Financial
Vermont
$330K +$323K +13,296 New
BL
506
Balentine LLC
Georgia
$329K -$44.2K -1,821 -12%
NFG
507
Next Financial Group
Texas
$328K -$24.2K -999 -7%
KFS
508
Kaizen Financial Strategies
California
$327K -$14K -579 -4%
APSI
509
Asset Planning Services Inc
Louisiana
$327K +$36.4K +1,500 +13%
LA
510
LexAurum Advisors
Kansas
$326K – – –
FRA
511
Frank Rimerman Advisors
California
$326K – – –
PIM
512
Penobscot Investment Management
Massachusetts
$324K -$34.6K -1,425 -10%
LAIC
513
Lederer & Associates Investment Counsel
California
$324K +$44.7K +1,842 +16%
SCA
514
Stillwater Capital Advisors
Pennsylvania
$320K – – –
EWM
515
Echo Wealth Management
Minnesota
$316K – – –
EWM
516
Elmwood Wealth Management
California
$313K +$306K +12,597 New
TPW
517
Tiller Private Wealth
Pennsylvania
$310K – – –
US Bancorp
518
US Bancorp
Minnesota
$309K -$51.7K -2,133 -15%
GT
519
Greenleaf Trust
Michigan
$308K +$301K +12,414 New
TWP
520
Treybourne Wealth Planners
Indiana
$307K – – –
GRP
521
Global Retirement Partners
California
$306K +$11.8K +486 +4%
PL
522
Plancorp LLC
Missouri
$303K +$73 +3 +0%
RJT
523
Raymond James Trust
Florida
$303K +$55.3K +2,280 +23%
RFC
524
Regions Financial Corp
Alabama
$302K – – –
HIM
525
Harbour Investment Management
Washington
$299K +$73 +3 +0%