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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
651
Albion Financial Group
Utah
$300K -$481 -21 -0.2%
TWP
652
Total Wealth Planning
Ohio
$299K -$18.8K -822 -6%
Vanguard Personalized Indexing Management
653
Vanguard Personalized Indexing Management
California
$298K -$8.8K -384 -3%
AT
654
American Trust
Kentucky
$297K -$17.7K -771 -6%
ACM
655
Armbruster Capital Management
New York
$297K
PIM
656
Penobscot Investment Management
Massachusetts
$292K -$15.8K -690 -6%
RBCM
657
Raub Brock Capital Management
California
$292K +$1.24K +54 +0.5%
FWS
658
FinDec Wealth Services
California
$289K +$3.16K +138 +1%
RFC
659
Regions Financial Corp
Alabama
$289K -$2.2K -96 -0.8%
GA
660
Goldstein Advisors
Wisconsin
$289K +$15.3K +669 +6%
KFS
661
Kaizen Financial Strategies
California
$288K +$1.24K +54 +0.5%
WCF
662
West Coast Financial
California
$286K
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$284K -$49.4K -2,154 -16%
SIS
664
Strategic Investment Solutions
Illinois
$283K -$16M -699,120 -98%
RFA
665
Resurgent Financial Advisors
Georgia
$282K -$12.2K -534 -5%
Bank of New York Mellon
666
Bank of New York Mellon
New York
$278K -$266K -11,601 -51%
RA
667
RFG Advisory
Alabama
$275K -$3.16K -138 -1%
VCA
668
Verdence Capital Advisors
Maryland
$273K +$69 +3 +0%
UW
669
Unique Wealth
Florida
$269K
ZIM
670
Zacks Investment Management
Illinois
$266K -$50.1K -2,187 -17%
CCA
671
Clarity Capital Advisors
Florida
$260K +$237K +10,341 New
ACA
672
Ascension Capital Advisors
Texas
$259K
SSB
673
Sandy Spring Bank
Maryland
$258K +$412 +18 +0.2%
CAL
674
Capital Advisors Ltd
Ohio
$258K +$38.4K +1,677 +20%
PAM
675
Palisade Asset Management
Minnesota
$256K +$234K +10,212 New