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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
676
Optimum Investment Advisors
Illinois
$253K +$9.28K +405 +4%
AA
677
Ancora Advisors
Ohio
$252K +$69 +3 +0%
MCCP
678
Mission Creek Capital Partners
California
$251K – – –
HP
679
Holistic Planning
Texas
$250K +$228K +9,951 New
SCP
680
Stevens Capital Partners
Nebraska
$250K +$228K +9,942 New
National Bank of Canada
681
National Bank of Canada
Quebec, Canada
$248K – – –
LWM
682
Ledge Wealth Management
Minnesota
$248K +$756 +33 +0.3%
G
683
Gainplan
Michigan
$247K -$7.7K -336 -3%
IF
684
Intrua Financial
Texas
$244K -$37.5K -1,635 -14%
CT
685
Caldwell Trust
Florida
$242K – – –
ONB
686
Old National Bancorp
Indiana
$239K -$52.5K -2,292 -19%
Betterment LLC
687
Betterment LLC
New York
$236K -$28K -1,224 -12%
CF
688
Centaurus Financial
California
$235K +$687 +30 +0.3%
AR
689
Apeiron RIA
Texas
$234K – – –
CSIC
690
Clifford Swan Investment Counsel
California
$233K -$1.31K -57 -0.6%
AC
691
AWM Capital
Arizona
$232K – – –
TW
692
TrinityPoint Wealth
Connecticut
$230K -$2.89K -126 -1%
SPL
693
Smart Portfolios LLC
Washington
$229K +$211K +9,210 New
GWM
694
Gray Wealth Management
Maine
$229K -$2.34K -102 -1%
FNBOMD
695
First National Bank of Mount Dora
Florida
$226K – – –
HCM
696
Hengehold Capital Management
Ohio
$223K +$137 +6 +0.1%
FA
697
FSA Advisors
Michigan
$223K +$204K +8,892 New
HI
698
Human Investing
Oregon
$221K +$202K +8,808 New
Bank of Montreal
699
Bank of Montreal
Ontario, Canada
$220K +$11.5K +504 +6%
TWM
700
Thrive Wealth Management
Pennsylvania
$216K +$197K +8,613 New