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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
526
Blankinship & Foster
California
$349K +$385K +16,704 New
CIS
527
Continental Investors Services
Washington
$347K -$11.6K -501 -3%
LAIC
528
Lederer & Associates Investment Counsel
California
$346K -$46.8K -2,028 -11%
CCM
529
Crew Capital Management
Ohio
$345K – – –
CIC
530
Carnegie Investment Counsel
Ohio
$341K +$6.3K +273 +2%
TFP
531
Tilia Fiduciary Partners
North Carolina
$341K +$7.34K +318 +2%
BL
532
BCWM LLC
Kansas
$337K +$12.5K +543 +3%
RJT
533
Raymond James Trust
Florida
$335K – – –
HIC
534
Hartline Investment Corp
Illinois
$335K +$12.9K +561 +4%
BA
535
Ballast Advisors
Minnesota
$334K – – –
BFG
536
Bouchey Financial Group
New York
$329K – – –
NL
537
NWAM LLC
Washington
$326K -$247K -10,683 -41%
PFO
538
Pathstone Family Office
New Jersey
$323K +$356K +15,447 New
BI
539
Blooom Inc
Kansas
$321K -$9.14K -396 -3%
PNC Financial Services Group
540
PNC Financial Services Group
Pennsylvania
$319K -$2.42K -105 -0.7%
Kovitz Investment Group Partners
541
Kovitz Investment Group Partners
Illinois
$318K – – –
AIM
542
AHL Investment Management
Florida
$315K -$1.52K -66 -0.4%
BAM
543
Bosun Asset Management
Illinois
$314K – – –
RWA
544
Redmont Wealth Advisors
Illinois
$314K – – –
RPA
545
Rock Point Advisors
Vermont
$311K -$5.88K -255 -2%
PL
546
Plancorp LLC
Missouri
$303K +$208 +9 +0.1%
BIA
547
Barry Investment Advisors
Massachusetts
$299K -$87.4K -3,789 -21%
IF
548
Intrua Financial
Texas
$299K – – –
PFA
549
Pinnacle Family Advisors
Missouri
$299K +$5.4K +234 +2%
RWM
550
RBA Wealth Management
California
$293K -$9.35K -405 -3%