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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
526
BCWM LLC
Kansas
$412K +$19K +711 +5%
FWM
527
Fingerlakes Wealth Management
New York
$410K +$409K +15,351 New
RPA
528
Rock Point Advisors
Vermont
$409K -$23.9K -897 -6%
AIM
529
AHL Investment Management
Florida
$405K +$403K +15,108 New
HNB
530
Huntington National Bank
Ohio
$402K -$298K -11,160 Closed
BAM
531
Bosun Asset Management
Illinois
$402K +$400K +15,000 New
RWA
532
Redmont Wealth Advisors
Illinois
$402K +$400K +15,000 New
IF
533
Intrua Financial
Texas
$400K +$6K +225 +2%
PIA
534
Pinion Investment Advisors
Kansas
$394K +$4.16K +156 +1%
PL
535
Plancorp LLC
Missouri
$388K -$12.1K -453 -3%
WCFA
536
Walkner Condon Financial Advisors
Wisconsin
$388K +$2.72K +102 +0.7%
AWM
537
AE Wealth Management
Kansas
$385K +$383K +14,352 New
RWM
538
Reston Wealth Management
Virginia
$384K +$35.1K +1,317 +10%
UB
539
UMB Bank
Missouri
$383K +$381K +14,268 New
ACA
540
Ascension Capital Advisors
Texas
$382K
FC
541
Ferris Capital
Massachusetts
$380K +$80 +3 +0%
RWM
542
RBA Wealth Management
California
$380K +$378K +14,190 New
BI
543
Blooom Inc
Kansas
$376K -$31.8K -1,194 -8%
SFG
544
SevenBridge Financial Group
Pennsylvania
$369K -$111K -4,179 -23%
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$368K -$37K -1,389 -9%
CFO
546
CVA Family Office
Colorado
$366K +$1.52K +57 +0.4%
WF
547
Williams Financial
Vermont
$363K +$4.8K +180 +1%
HIC
548
Hartline Investment Corp
Illinois
$361K -$7.52K -282 -2%
CP
549
Capital Planning
Washington
$358K +$10.4K +390 +3%
PFPT
550
Pinnacle Financial Partners (Tennessee)
Tennessee
$357K +$96.9K +3,633 +38%