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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
576
Optimum Investment Advisors
Illinois
$173K -$6.26K -258 -4%
BAM
577
Barrett Asset Management
New York
$170K -$3.64K -150 -2%
CT
578
Caldwell Trust
Florida
$167K – – –
RFA
579
Reilly Financial Advisors
California
$164K -$73.7K -3,036 -32%
MA
580
MCF Advisors
Kentucky
$164K -$4.29K -177 -3%
NIC
581
Northwest Investment Counselors
Oregon
$164K +$161K +6,627 New
CFA
582
Carroll Financial Associates
North Carolina
$157K -$3.27K -135 -2%
Bank of Montreal
583
Bank of Montreal
Ontario, Canada
$156K -$29.9K -1,233 -17%
BFC
584
Bedel Financial Consulting
Indiana
$152K -$1.38K -57 -0.9%
CAL
585
Capital Advisors Ltd
Ohio
$142K +$62.5K +2,577 +82%
LWANC
586
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K – – –
VFA
587
Valeo Financial Advisors
Indiana
$138K +$97K +3,999 +255%
CFGS
588
Concourse Financial Group Securities
Alabama
$132K +$66.7K +2,751 +108%
FHA
589
First Horizon Advisors
Tennessee
$129K +$9.82K +405 +8%
FCA
590
FinTrust Capital Advisors
South Carolina
$121K +$146 +6 +0.1%
TSW
591
Thompson Siegel & Walmsley
Virginia
$119K – – –
IRC
592
Investors Research Corp
Georgia
$108K – – –
S
593
SignatureFD
Georgia
$105K – – –
GLLW
594
Graves Light Lenhart Wealth
Virginia
$103K +$218 +9 +0.2%
PK
595
Pflug Koory
Nebraska
$97K +$3.06K +126 +3%
WPA
596
West Paces Advisors
Georgia
$96.8K – – –
CIM
597
Contravisory Investment Management
Massachusetts
$94K +$4.22K +174 +5%
OC
598
Oakworth Capital
Alabama
$90K – – –
FCM
599
Firestone Capital Management
Florida
$88K +$146 +6 +0.2%
SFSIG
600
San Francisco Sentry Investment Group
California
$80K – – –