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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
751
Arlington Financial Advisors
California
$210K -$6.43K -231 -3%
VBFP
752
Valtinson Bruner Financial Planning
Minnesota
$209K – – –
FM
753
Family Management
New York
$207K – – –
QCM
754
Quantinno Capital Management
New York
$207K -$24.7K -888 -10%
FNT
755
First National Trust
Pennsylvania
$207K – – –
AWM
756
AE Wealth Management
Kansas
$206K +$34.4K +1,234 +19%
ODIJL
757
One Day In July LLC
Vermont
$206K – – –
HF
758
HRT Financial
New York
$206K +$220K +7,889 New
EL
759
EWA LLC
Pennsylvania
$206K -$54.1K -1,942 -20%
HCM
760
Hengehold Capital Management
Ohio
$206K -$18.1K -649 -8%
HIA
761
Harbor Investment Advisory
Maryland
$205K – – –
SI
762
Stephens Inc
Arkansas
$204K +$4.34K +156 +2%
HWM
763
Heirloom Wealth Management
Colorado
$203K – – –
BIG
764
Brookwood Investment Group
Arizona
$203K +$216K +7,746 New
MWP
765
Meriwether Wealth & Planning
Louisiana
$203K +$2.17K +78 +1%
KeyBank National Association
766
KeyBank National Association
Ohio
$202K – – –
AssetMark Inc
767
AssetMark Inc
California
$202K -$20K -718 -9%
IJWM
768
Inman Jager Wealth Management
Mississippi
$202K +$214K +7,692 New
LC
769
LCNB Corp
Ohio
$201K – – –
PA
770
Procyon Advisors
Connecticut
$200K -$2.4K -86 -1%
DF
771
DecisionPoint Financial
Arizona
$195K +$613 +22 +0.3%
NEWAS
772
N.E.W. Advisory Services
Wisconsin
$191K +$203K +7,279 New
RF
773
Robbins Farley
New Hampshire
$190K +$6.49K +233 +3%
Qube Research & Technologies (QRT)
774
Qube Research & Technologies (QRT)
United Kingdom
$188K +$7.41K +266 +4%
TWM
775
Topsail Wealth Management
North Carolina
$185K – – –