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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
601
Continuum Wealth Advisors
New York
$615K -$16.6K -522 -3%
KAS
602
KPP Advisory Services
Kentucky
$605K -$14.8K -464 -2%
TP
603
Tranquility Partners
Tennessee
$604K – – –
EFA
604
Evernest Financial Advisors
Indiana
$604K -$93K -2,922 -14%
Renaissance Technologies
605
Renaissance Technologies
New York
$604K +$621K +19,500 New
DI
606
Diligent Investors
California
$601K – – –
VH
607
Visionary Horizons
Tennessee
$601K +$95.8K +3,009 +18%
MT
608
Midwest Trust
Kansas
$598K – – –
WPW
609
Watershed Private Wealth
Illinois
$595K – – –
MA
610
Mutual Advisors
Nebraska
$593K -$381K -11,974 -38%
CIM
611
Contravisory Investment Management
Massachusetts
$589K -$155K -4,861 -20%
RA
612
Ruggaard & Associates
Ohio
$589K -$6.37K -200 -1%
SCM
613
Stordahl Capital Management
Colorado
$588K – – –
APSI
614
Asset Planning Services Inc
Louisiana
$587K +$2.71K +85 +0.5%
LF
615
LifePlan Financial
Minnesota
$587K -$39.3K -1,234 -6%
HTC
616
Haverford Trust Company
Pennsylvania
$582K -$21.5K -675 -3%
SPL
617
Smart Portfolios LLC
Washington
$581K -$2.39K -75 -0.4%
WCM
618
WLTH Capital Management
Arizona
$581K -$64 -2 -0%
PS
619
Principal Securities
Iowa
$574K -$22.6K -709 -4%
VF
620
Vestment Financial
Minnesota
$571K -$33.8K -1,063 -6%
PI
621
Pachira Investments
California
$568K +$1.47K +46 +0.3%
TCM
622
Twele Capital Management
Minnesota
$567K -$9.39K -295 -2%
PCM
623
Park Capital Management
Wisconsin
$560K +$17.9K +561 +3%
CIA
624
Compass Ion Advisors
Pennsylvania
$558K +$19.2K +604 +3%
MCP
625
Mirador Capital Partners
California
$547K +$32.6K +1,025 +6%