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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
776
Heirloom Wealth Management
Colorado
$217K -$26 -1 -0%
RWM
777
Revisor Wealth Management
Ohio
$217K +$198K +7,511 New
KeyBank National Association
778
KeyBank National Association
Ohio
$217K
LC
779
LCNB Corp
Ohio
$215K
PA
780
Procyon Advisors
Connecticut
$214K -$26 -1 -0%
AT
781
American Trust
Kentucky
$213K +$200K +7,594 New
RF
782
Robbins Farley
New Hampshire
$212K +$7.94K +301 +4%
CFG
783
Clayton Financial Group
Missouri
$212K -$2.16M -81,782 -92%
GIM
784
Glenmede Investment Management
Pennsylvania
$211K +$198K +7,515 New
RIM
785
Rockbridge Investment Management
New York
$211K +$198K +7,512 New
HIA
786
Harbor Investment Advisory
Maryland
$209K -$9.18K -348 -4%
CST
787
Charles Schwab Trust
Nevada
$208K +$196K +7,428 New
SI
788
Shaker Investments
Ohio
$207K +$195K +7,390 New
AFA
789
Arlington Financial Advisors
California
$206K -$17.8K -673 -8%
EWM
790
Evercore Wealth Management
New York
$206K +$194K +7,335 New
WCFA
791
Walkner Condon Financial Advisors
Wisconsin
$205K -$21.1K -800 -10%
ESB
792
Essex Savings Bank
Connecticut
$205K +$192K +7,297 New
TIM
793
Total Investment Management
Arizona
$204K +$192K +7,284 New
PWM
794
Peterson Wealth Management
Nevada
$204K +$191K +7,257 New
UW
795
Unique Wealth
Florida
$203K +$191K +7,237 New
FMN
796
Financial Management Network
California
$202K +$186K +7,047 New
CIC
797
Carnegie Investment Counsel
Ohio
$202K +$190K +7,212 New
BRWM
798
Blue Rock Wealth Management
North Carolina
$202K +$190K +7,203 New
RPA
799
Rock Point Advisors
Vermont
$202K +$190K +7,203 New
TWM
800
Topsail Wealth Management
North Carolina
$199K