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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
601
KPP Advisory Services
Kentucky
$605K -$14.8K -464 -2%
TP
602
Tranquility Partners
Tennessee
$604K
EFA
603
Evernest Financial Advisors
Indiana
$604K -$93K -2,922 -14%
Renaissance Technologies
604
Renaissance Technologies
New York
$604K +$621K +19,500 New
DI
605
Diligent Investors
California
$601K
VH
606
Visionary Horizons
Tennessee
$601K +$95.8K +3,009 +18%
MT
607
Midwest Trust
Kansas
$598K
WPW
608
Watershed Private Wealth
Illinois
$595K
MA
609
Mutual Advisors
Nebraska
$593K -$381K -11,974 -38%
CIM
610
Contravisory Investment Management
Massachusetts
$589K -$155K -4,861 -20%
RA
611
Ruggaard & Associates
Ohio
$589K -$6.37K -200 -1%
SCM
612
Stordahl Capital Management
Colorado
$588K
APSI
613
Asset Planning Services Inc
Louisiana
$587K +$2.71K +85 +0.5%
LF
614
LifePlan Financial
Minnesota
$587K -$39.3K -1,234 -6%
HTC
615
Haverford Trust Company
Pennsylvania
$582K -$21.5K -675 -3%
SPL
616
Smart Portfolios LLC
Washington
$581K -$2.39K -75 -0.4%
WCM
617
WLTH Capital Management
Arizona
$581K -$64 -2 -0%
PS
618
Principal Securities
Iowa
$574K -$22.6K -709 -4%
VF
619
Vestment Financial
Minnesota
$571K -$33.8K -1,063 -6%
PI
620
Pachira Investments
California
$568K +$1.47K +46 +0.3%
TCM
621
Twele Capital Management
Minnesota
$567K -$9.39K -295 -2%
PCM
622
Park Capital Management
Wisconsin
$560K +$17.9K +561 +3%
CIA
623
Compass Ion Advisors
Pennsylvania
$558K +$19.2K +604 +3%
MCP
624
Mirador Capital Partners
California
$547K +$32.6K +1,025 +6%
CAM
625
Cozad Asset Management
Illinois
$547K -$74.1K -2,327 -12%