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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBA
576
Lowell Blake & Associates
Massachusetts
$304K – – –
RCC
577
Red Cedar Capital
Nebraska
$302K +$978 +39 +0.3%
MIP
578
Marietta Investment Partners
Wisconsin
$302K +$300K +11,955 New
AP
579
Appleton Partners
Massachusetts
$299K – – –
DY
580
Dowling & Yahnke
California
$298K – – –
Bank of Montreal
581
Bank of Montreal
Ontario, Canada
$296K +$51.4K +2,049 +22%
GWM
582
Gray Wealth Management
Maine
$289K +$150 +6 +0.1%
OCM
583
Orser Capital Management
Texas
$284K +$89.8K +3,582 +47%
FMWA
584
Forvis Mazars Wealth Advisors
Missouri
$283K -$18K -720 -6%
KFS
585
Kaizen Financial Strategies
California
$282K +$902 +36 +0.3%
BC
586
Barnett & Company
Tennessee
$280K -$9.78K -390 -3%
RBCM
587
Raub Brock Capital Management
California
$278K +$11.5K +459 +4%
EWM
588
Echo Wealth Management
Minnesota
$270K -$6.09K -243 -2%
APP
589
Avantax Planning Partners
Iowa
$268K +$38.5K +1,536 +17%
RG
590
Retirement Group
California
$263K -$11.1K -444 -4%
ACA
591
Ascension Capital Advisors
Texas
$261K -$97.8K -3,903 -27%
Fifth Third Bancorp
592
Fifth Third Bancorp
Ohio
$261K +$9.7K +387 +4%
GIA
593
GHP Investment Advisors
Colorado
$256K -$14K -558 -5%
IFG
594
Independent Financial Group
California
$253K -$37.1K -1,479 -13%
TWP
595
TFO Wealth Partners
Ohio
$252K -$52.6K -2,100 -17%
BWP
596
BSW Wealth Partners
Colorado
$252K -$2.71K -108 -1%
OCM
597
Osterweis Capital Management
California
$252K – – –
SC
598
Scotia Capital
Ontario, Canada
$251K -$451 -18 -0.2%
DWP
599
Destiny Wealth Partners
Florida
$250K +$25K +996 +11%
HHRDM
600
H&H Retirement Design & Management
Nevada
$249K -$3.61K -144 -1%