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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBCM
651
Raub Brock Capital Management
California
$323K +$319 +12 +0.1%
CIAS
652
Capital Investment Advisory Services
North Carolina
$323K -$13.8K -519 -4%
Bank of Montreal
653
Bank of Montreal
Ontario, Canada
$322K +$88.2K +3,318 +40%
SAM
654
Strategy Asset Managers
California
$320K +$307K +11,544 New
EWM
655
Elmwood Wealth Management
California
$318K
TWP
656
Total Wealth Planning
Ohio
$317K +$319 +12 +0.1%
CAL
657
Capital Advisors Ltd
Ohio
$317K
SWM
658
Stockman Wealth Management
Montana
$316K -$25.4K -957 -8%
JIR
659
James Investment Research
Ohio
$314K +$302K +11,355 New
KFS
660
Kaizen Financial Strategies
California
$312K -$7.34K -276 -2%
GWAM
661
Guardian Wealth Advisors (Minnesota)
Minnesota
$310K -$74.8K -2,811 -20%
GA
662
Goldstein Advisors
Wisconsin
$310K -$11.8K -444 -4%
AFA
663
American Financial Advisors
Georgia
$308K +$28.2K +1,059 +11%
AFG
664
Albion Financial Group
Utah
$306K -$18.3K -690 -6%
Natixis Advisors
665
Natixis Advisors
Massachusetts
$306K +$882K +33,177 New
WKSWA
666
White Knight Strategic Wealth Advisors
New Jersey
$305K -$28.9K -1,086 -9%
MIP
667
Marietta Investment Partners
Wisconsin
$302K -$75.2K -2,829 -21%
PIM
668
Penobscot Investment Management
Massachusetts
$301K
SIS
669
Strategic Investment Solutions
Illinois
$300K -$34.1K -1,281 -11%
CF
670
Centaurus Financial
California
$298K -$3.19K -120 -1%
CIBC Private Wealth Group
671
CIBC Private Wealth Group
Georgia
$297K -$285K -10,722 -50%
EL
672
EWA LLC
Pennsylvania
$297K +$469K +17,637 +132%
PMSA
673
Patrick M. Sweeney & Associates
Illinois
$296K +$44.4K +1,671 +19%
HL
674
HeadInvest LLC
Maine
$292K -$798 -30 -0.3%
SPWM
675
Schrum Private Wealth Management
Florida
$291K +$279K +10,506 New