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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acropolis Investment Management
Missouri
$247K – – –
ODIJL
602
One Day In July LLC
Vermont
$245K – – –
PG
603
Patten Group
Tennessee
$243K -$1.96K -78 -0.8%
RFA
604
Resurgent Financial Advisors
Georgia
$242K +$30.2K +1,203 +14%
SCA
605
STALEY CAPITAL ADVISERS
Pennsylvania
$241K +$75 +3 +0%
CW
606
CreativeOne Wealth
Kansas
$240K +$238K +9,510 New
CAP
607
Columbia Advisory Partners
Washington
$236K – – –
MCCP
608
Mission Creek Capital Partners
California
$235K – – –
CSIC
609
Clifford Swan Investment Counsel
California
$235K +$4.51K +180 +2%
HI
610
Human Investing
Oregon
$234K +$232K +9,258 New
RPGK
611
Retirement Planning Group (Kansas)
Kansas
$233K +$22.1K +882 +11%
BWM
612
BNC Wealth Management
Oregon
$231K – – –
SI
613
Stephens Inc
Arkansas
$231K +$5.04K +201 +2%
BlackRock
614
BlackRock
New York
$229K -$40.4K -1,611 -15%
FNBOMD
615
First National Bank of Mount Dora
Florida
$228K – – –
WIA
616
World Investment Advisors
California
$226K -$848K -33,822 -79%
KLI
617
Kelman-Lazarov Inc
Tennessee
$224K – – –
Rockefeller Capital Management
618
Rockefeller Capital Management
New York
$223K +$9.4K +375 +4%
OIA
619
Optimum Investment Advisors
Illinois
$221K +$4.29K +171 +2%
GC
620
Gratus Capital
Georgia
$218K +$752 +30 +0.3%
CIP
621
Capital Insight Partners
Arizona
$216K +$5.04K +201 +2%
BAM
622
Barrett Asset Management
New York
$215K +$22.6K +900 +12%
FSWA
623
Financial Synergies Wealth Advisors
Texas
$213K +$752 +30 +0.4%
IWC
624
Integrated Wealth Concepts
Massachusetts
$212K -$1.86M -74,199 -90%
KPCM
625
Kings Point Capital Management
New York
$210K -$6.99K -279 -3%