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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DY
576
Dowling & Yahnke
California
$258K +$12.8K +555 +5%
HI
577
Human Investing
Oregon
$258K +$71.4K +3,096 +33%
MA
578
MONECO Advisors
Connecticut
$257K +$761 +33 +0.3%
BC
579
Barnett & Company
Tennessee
$255K +$25.2K +1,092 +10%
IFG
580
Independent Financial Group
California
$253K +$48.7K +2,112 +21%
TC
581
Tenret Company
Florida
$252K – – –
LBA
582
Lowell Blake & Associates
Massachusetts
$251K – – –
RCC
583
Red Cedar Capital
Nebraska
$251K +$1.25K +54 +0.5%
BlackRock
584
BlackRock
New York
$250K +$67.2K +2,913 +32%
BB
585
Busey Bank
Illinois
$250K +$276K +11,952 New
AF
586
Advisornet Financial
Minnesota
$249K -$1.68M -72,819 -86%
AP
587
Appleton Partners
Massachusetts
$248K – – –
MIP
588
Marietta Investment Partners
Wisconsin
$246K -$4.71K -204 -2%
PG
589
Prostatis Group
Maryland
$245K -$67K -2,904 -20%
RFA
590
Resurgent Financial Advisors
Georgia
$241K +$45.8K +1,983 +21%
GWM
591
Gray Wealth Management
Maine
$239K – – –
EWM
592
Echo Wealth Management
Minnesota
$235K – – –
KFS
593
Kaizen Financial Strategies
California
$235K +$1.18K +51 +0.5%
FMWA
594
Forvis Mazars Wealth Advisors
Missouri
$235K +$1.25K +54 +0.5%
RBCM
595
Raub Brock Capital Management
California
$234K +$4.43K +192 +2%
SAM
596
Stansberry Asset Management
Texas
$232K +$256K +11,073 New
PCA
597
Personal Capital Advisors
California
$230K -$56.1K -2,433 -18%
Bank of Montreal
598
Bank of Montreal
Ontario, Canada
$225K -$25.1K -1,089 -10%
TF
599
TIAA FSB
Florida
$225K +$249K +10,782 New
TPA
600
Trivium Point Advisory
Connecticut
$221K +$237K +10,257 New