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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
501
Blooom Inc
Kansas
$393K -$11.2K -429 -3%
IF
502
Intrua Financial
Texas
$391K
FC
503
Ferris Capital
Massachusetts
$391K +$370K +14,175 New
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$386K -$95.8K -3,666 -20%
PL
505
Plancorp LLC
Missouri
$382K +$70.7K +2,706 +22%
BL
506
BCWM LLC
Kansas
$375K +$383K +14,658 New
PIA
507
Pinion Investment Advisors
Kansas
$372K +$18.7K +717 +5%
BC
508
Barnett & Company
Tennessee
$370K -$389K -14,877 -51%
WCFA
509
Walkner Condon Financial Advisors
Wisconsin
$366K -$143K -5,469 -28%
ACA
510
Ascension Capital Advisors
Texas
$364K
AP
511
Appleton Partners
Massachusetts
$362K +$137K +5,232 +59%
IFG
512
Independent Financial Group
California
$356K -$298K -11,403 -45%
HIC
513
Hartline Investment Corp
Illinois
$351K -$11.7K -447 -3%
CMO
514
Covenant Multifamily Offices
Texas
$349K -$9.96K -381 -3%
APSI
515
Asset Planning Services Inc
Louisiana
$342K
WF
516
Williams Financial
Vermont
$341K +$1.1K +42 +0.3%
LA
517
LexAurum Advisors
Kansas
$336K
FRA
518
Frank Rimerman Advisors
California
$336K
RFC
519
Regions Financial Corp
Alabama
$335K -$6.9K -264 -2%
FPCG
520
Fort Pitt Capital Group
Pennsylvania
$333K -$378K -14,457 -53%
PIM
521
Penobscot Investment Management
Massachusetts
$333K
RWM
522
Reston Wealth Management
Virginia
$332K -$14.3K -549 -4%
CP
523
Capital Planning
Washington
$331K +$4.23K +162 +1%
SCA
524
Stillwater Capital Advisors
Pennsylvania
$330K
ACM
525
AlphaStar Capital Management
North Carolina
$329K +$318K +12,174 New