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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Reston Wealth Management
Virginia
$354K +$1.78K +69 +0.5%
OPS
502
Orion Portfolio Solutions
Nebraska
$353K -$221K -8,559 -39%
BA
503
Ballast Advisors
Minnesota
$352K -$65.5K -2,535 -16%
APSI
504
Asset Planning Services Inc
Louisiana
$349K +$5.81K +225 +2%
RFC
505
Regions Financial Corp
Alabama
$349K +$30.8K +1,191 +10%
WF
506
Williams Financial
Vermont
$348K +$852 +33 +0.2%
ZIM
507
Zacks Investment Management
Illinois
$347K -$35K -1,356 -9%
HCIA
508
Hochman Cole Investment Advisors
Illinois
$343K -$19.8K -768 -6%
LA
509
LexAurum Advisors
Kansas
$343K
FRA
510
Frank Rimerman Advisors
California
$343K
LAIC
511
Lederer & Associates Investment Counsel
California
$341K +$387 +15 +0.1%
PIM
512
Penobscot Investment Management
Massachusetts
$340K
SCA
513
Stillwater Capital Advisors
Pennsylvania
$337K
TC
514
Tenret Company
Florida
$333K +$329K +12,747 New
CP
515
Capital Planning
Washington
$333K +$330K +12,777 New
NFG
516
Next Financial Group
Texas
$331K -$14.1K -546 -4%
EWM
517
Elmwood Wealth Management
California
$329K
US Bancorp
518
US Bancorp
Minnesota
$325K
GT
519
Greenleaf Trust
Michigan
$324K
TWP
520
Treybourne Wealth Planners
Indiana
$323K
PL
521
Plancorp LLC
Missouri
$319K +$155 +6 +0%
RJT
522
Raymond James Trust
Florida
$318K
HIM
523
Harbour Investment Management
Washington
$314K
5L
524
55I LLC
Massachusetts
$312K +$309K +11,973 New
LBA
525
Lowell Blake & Associates
Massachusetts
$311K +$308K +11,931 New