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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
701
Romano Brothers & Co
Illinois
$314K +$2.71K +93 +0.9%
BWA
702
Beam Wealth Advisors
Louisiana
$313K -$33.9K -1,166 -10%
SIA
703
SeaBridge Investment Advisors
New Jersey
$308K -$307K -10,542 -50%
AO
704
Advisor OS
Illinois
$305K +$1.34K +46 +0.4%
KWM
705
KMT Wealth Management
California
$302K
CTA
706
Colonial Trust Advisors
South Carolina
$294K
OPA
707
Old Port Advisors
Maine
$293K -$5.94K -204 -2%
ACA
708
Ascension Capital Advisors
Texas
$291K
SIS
709
Strategic Investment Solutions
Illinois
$290K -$13.6K -468 -5%
HIP
710
HUB Investment Partners
Texas
$290K +$1.75K +60 +0.6%
EAM
711
Everstar Asset Management
North Carolina
$286K
CT
712
Caldwell Trust
Florida
$286K
JSA
713
Jim Saulnier & Associates
Colorado
$285K +$280K +9,623 New
AA
714
Ancora Advisors
Ohio
$285K -$50.6K -1,737 -15%
ONB
715
Old National Bancorp
Indiana
$282K
DT
716
Diversified Trust
Tennessee
$281K +$757 +26 +0.3%
AR
717
Apeiron RIA
Texas
$281K
CSIC
718
Clifford Swan Investment Counsel
California
$281K +$320 +11 +0.1%
FC
719
FCA Corp
Texas
$280K -$149K -5,107 -35%
BAS
720
Breakthru Advisory Services
Wisconsin
$280K +$275K +9,436 New
VH
721
Visionary Horizons
Tennessee
$279K +$274K +9,419 New
HL
722
HeadInvest LLC
Maine
$278K -$33.9K -1,165 -11%
ZIM
723
Zacks Investment Management
Illinois
$278K +$27.9K +958 +11%
TIAA Trust, National Association
724
TIAA Trust, National Association
North Carolina
$277K +$272K +9,350 New
WIA
725
Wetzel Investment Advisors
Indiana
$277K +$272K +9,331 New