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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
526
Focus Partners Advisor Solutions
Missouri
$319K +$353K +15,804 New
BFG
527
Bouchey Financial Group
New York
$318K – – –
PFO
528
Pathstone Family Office
New Jersey
$312K +$67 +3 +0%
BI
529
Blooom Inc
Kansas
$309K -$29.6K -1,326 -9%
Kovitz Investment Group Partners
530
Kovitz Investment Group Partners
Illinois
$307K – – –
RPA
531
Rock Point Advisors
Vermont
$305K +$5.02K +225 +2%
AIM
532
AHL Investment Management
Florida
$304K +$67 +3 +0%
BAM
533
Bosun Asset Management
Illinois
$303K – – –
RWA
534
Redmont Wealth Advisors
Illinois
$303K – – –
BB
535
Busey Bank
Illinois
$302K +$67.5K +3,024 +25%
NL
536
NWAM LLC
Washington
$300K -$10K -450 -3%
GG
537
Greenwood Gearhart
Arkansas
$298K +$33.6K +1,506 +11%
FCC
538
Flower City Capital
New York
$297K -$1.8M -80,892 -85%
PNC Financial Services Group
539
PNC Financial Services Group
Pennsylvania
$294K -$15.1K -678 -4%
VWA
540
Visionary Wealth Advisors
Illinois
$293K -$71.2K -3,192 -18%
PL
541
Plancorp LLC
Missouri
$293K +$201 +9 +0.1%
IF
542
Intrua Financial
Texas
$289K – – –
PFA
543
Pinnacle Family Advisors
Missouri
$288K -$535 -24 -0.2%
HNB
544
Huntington National Bank
Ohio
$285K – – –
WF
545
Williams Financial
Vermont
$284K +$1.27K +57 +0.4%
RSWM
546
Robertson Stephens Wealth Management
California
$280K +$311K +13,920 New
TA
547
TrueWealth Advisors
Alabama
$279K +$308K +13,824 New
ZIM
548
Zacks Investment Management
Illinois
$278K -$201 -9 -0.1%
RWM
549
RBA Wealth Management
California
$277K -$6.16K -276 -2%
PIA
550
Pinion Investment Advisors
Kansas
$276K -$2.41K -108 -0.8%