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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
526
Raymond James Trust
Florida
$405K
CIC
527
Carnegie Investment Counsel
Ohio
$405K +$75 +3 +0%
CI
528
Chartist Inc
California
$404K -$271K -10,824 -40%
BA
529
Ballast Advisors
Minnesota
$404K
TFP
530
Tilia Fiduciary Partners
North Carolina
$400K -$15K -600 -4%
BFG
531
Bouchey Financial Group
New York
$398K
BI
532
Blooom Inc
Kansas
$396K +$31.4K +1,254 +9%
BL
533
BCWM LLC
Kansas
$394K +$4.96K +198 +1%
BG
534
Benedetti & Gucer
Georgia
$390K -$50K -1,995 -11%
PNC Financial Services Group
535
PNC Financial Services Group
Pennsylvania
$389K -$100K -4,008 -21%
Kovitz Investment Group Partners
536
Kovitz Investment Group Partners
Illinois
$384K +$381K +15,195 New
RPA
537
Rock Point Advisors
Vermont
$383K -$2.63K -105 -0.7%
AIM
538
AHL Investment Management
Florida
$382K +$75 +3 +0%
BAM
539
Bosun Asset Management
Illinois
$379K
RWA
540
Redmont Wealth Advisors
Illinois
$379K
TFA
541
Trinity Financial Advisors
Ohio
$377K +$373K +14,901 New
5L
542
55I LLC
Massachusetts
$370K -$460K -18,339 -56%
HIC
543
Hartline Investment Corp
Illinois
$370K +$18.3K +729 +5%
PG
544
Prostatis Group
Maryland
$370K -$524K -20,922 -59%
PIM
545
Penobscot Investment Management
Massachusetts
$368K +$37.9K +1,512 +12%
PL
546
Plancorp LLC
Missouri
$366K +$376 +15 +0.1%
PIA
547
Pinion Investment Advisors
Kansas
$364K -$7.52K -300 -2%
RWM
548
RBA Wealth Management
California
$364K +$5.56K +222 +2%
IF
549
Intrua Financial
Texas
$362K -$15K -600 -4%
FC
550
Ferris Capital
Massachusetts
$359K +$75 +3 +0%