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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
726
Old Port Advisors
Maine
$283K -$765 -29 -0.3%
CA
727
Calton & Associates
Florida
$282K +$265K +10,064 New
CTA
728
Colonial Trust Advisors
South Carolina
$278K
PIM
729
Penobscot Investment Management
Massachusetts
$275K -$28.2K -1,070 -10%
ACA
730
Ascension Capital Advisors
Texas
$275K
HIP
731
HUB Investment Partners
Texas
$272K -$8.73K -331 -3%
EAM
732
Everstar Asset Management
North Carolina
$271K
CT
733
Caldwell Trust
Florida
$271K
DCM
734
Donaldson Capital Management
Indiana
$268K +$10.8K +410 +4%
P
735
&Partners
Tennessee
$268K -$126K -4,771 -33%
AR
736
Apeiron RIA
Texas
$268K -$2.11K -80 -0.8%
FFS
737
Founders Financial Securities
Maryland
$267K
ONB
738
Old National Bancorp
Indiana
$267K
AFG
739
Albion Financial Group
Utah
$266K -$3.27K -124 -1%
DT
740
Diversified Trust
Tennessee
$265K +$249K +9,455 New
CSIC
741
Clifford Swan Investment Counsel
California
$265K +$211 +8 +0.1%
FWA
742
FSM Wealth Advisors
Ohio
$264K
AC
743
AWM Capital
Arizona
$260K
SAM
744
Sherman Asset Management
California
$258K
BMO
745
Beck Mack & Oliver
New York
$257K
CIBC Private Wealth Group
746
CIBC Private Wealth Group
Georgia
$255K -$189K -7,158 -44%
P
747
Pitcairn
Pennsylvania
$254K
FNBOMD
748
First National Bank of Mount Dora
Florida
$252K
FF
749
Farnam Financial
Arizona
$249K
IAA
750
Independent Advisor Alliance
North Carolina
$246K -$197K -7,464 -46%