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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
601
Vanguard Personalized Indexing Management
California
$277K
BW
602
BIP Wealth
Georgia
$275K +$36.7K +1,548 +15%
KWS
603
Keystone Wealth Services
California
$274K -$6.96K -294 -2%
HL
604
HeadInvest LLC
Maine
$272K
LBA
605
Lowell Blake & Associates
Massachusetts
$271K
AFG
606
Albion Financial Group
Utah
$270K -$13.1K -555 -4%
HIM
607
Harbour Investment Management
Washington
$268K +$7.11K +300 +3%
ACM
608
Armbruster Capital Management
New York
$267K
ONB
609
Old National Bancorp
Indiana
$266K
RFA
610
Resurgent Financial Advisors
Georgia
$266K -$4.9K -207 -2%
FCM
611
Firestone Capital Management
Florida
$263K +$711 +30 +0.3%
RFC
612
Regions Financial Corp
Alabama
$262K -$5.83K -246 -2%
RBCM
613
Raub Brock Capital Management
California
$261K +$1.99K +84 +0.7%
SWM
614
Stockman Wealth Management
Montana
$261K -$88.8K -3,747 -24%
BA
615
Ballast Advisors
Minnesota
$260K -$46.3K -1,953 -15%
KFS
616
Kaizen Financial Strategies
California
$257K -$142 -6 -0.1%
WCF
617
West Coast Financial
California
$257K
LFG
618
Leverty Financial Group
Wisconsin
$257K -$22.7K -960 -8%
IF
619
Intrua Financial
Texas
$257K -$35.5K -1,500 -12%
FWS
620
FinDec Wealth Services
California
$256K -$54.2K -2,289 -17%
PIA
621
Pinion Investment Advisors
Kansas
$251K +$23.8K +1,005 +10%
RA
622
RFG Advisory
Alabama
$250K +$263K +11,103 New
GM
623
GeoWealth Management
Illinois
$248K +$260K +10,989 New
BJL
624
Brighton Jones LLC
Washington
$248K +$782 +33 +0.3%
National Bank of Canada
625
National Bank of Canada
Quebec, Canada
$247K +$135K +5,691 +118%