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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
751
Camelot Portfolios
Ohio
$101K +$102K +3,900 New
FCT
752
First Community Trust
Iowa
$99.2K – – –
BFO
753
Biltmore Family Office
North Carolina
$93.8K – – –
CA
754
Continuum Advisory
Idaho
$91.6K +$235 +9 +0.3%
BF
755
BOK Financial
Oklahoma
$85.1K – – –
OA
756
Operose Advisors
Wisconsin
$83.6K – – –
CMP
757
Coston McIsaac & Partners
Maine
$79K – – –
BEI
758
Benjamin Edwards Inc
Missouri
$79K +$8.32K +318 +12%
GBT
759
Grove Bank & Trust
Florida
$78.6K – – –
CIM
760
Contravisory Investment Management
Massachusetts
$78.1K +$14.5K +555 +23%
MBFW
761
Morton Brown Family Wealth
Pennsylvania
$76.9K – – –
BTI
762
Blue Trust Inc
Georgia
$76.3K – – –
FFA
763
Founders Financial Alliance
North Carolina
$76.3K +$76.9K +2,940 New
ADL
764
Asset Dedication LLC
California
$75K – – –
ATPW
765
Ashton Thomas Private Wealth
Arizona
$71.3K +$71.9K +2,748 New
MIM
766
Macroview Investment Management
Maryland
$71.3K – – –
EFP
767
EnRich Financial Partners
Wisconsin
$70K – – –
AA
768
Addison Advisors
Vermont
$69.6K – – –
MFC
769
Morris Financial Concepts
South Carolina
$68.3K -$27.4K -1,047 -28%
BIM
770
Breakwater Investment Management
Washington
$66.2K – – –
M
771
MOTCO
Texas
$62.3K – – –
OC
772
Oakworth Capital
Alabama
$61.8K -$32.7K -1,251 -34%
AssetMark Inc
773
AssetMark Inc
California
$55.3K -$304K -11,613 -84%
LWA
774
Lowe Wealth Advisors
Maryland
$55.1K – – –
IRC
775
Investors Research Corp
Georgia
$54.7K – – –