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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
776
Stephens Inc
Arkansas
$218K +$106 +4 +0.1%
HWM
777
Heirloom Wealth Management
Colorado
$217K -$26 -1 -0%
RWM
778
Revisor Wealth Management
Ohio
$217K +$198K +7,511 New
KeyBank National Association
779
KeyBank National Association
Ohio
$217K – – –
LC
780
LCNB Corp
Ohio
$215K – – –
PA
781
Procyon Advisors
Connecticut
$214K -$26 -1 -0%
AT
782
American Trust
Kentucky
$213K +$200K +7,594 New
RF
783
Robbins Farley
New Hampshire
$212K +$7.94K +301 +4%
CFG
784
Clayton Financial Group
Missouri
$212K -$2.16M -81,782 -92%
GIM
785
Glenmede Investment Management
Pennsylvania
$211K +$198K +7,515 New
RIM
786
Rockbridge Investment Management
New York
$211K +$198K +7,512 New
HIA
787
Harbor Investment Advisory
Maryland
$209K -$9.18K -348 -4%
CST
788
Charles Schwab Trust
Nevada
$208K +$196K +7,428 New
SI
789
Shaker Investments
Ohio
$207K +$195K +7,390 New
AFA
790
Arlington Financial Advisors
California
$206K -$17.8K -673 -8%
EWM
791
Evercore Wealth Management
New York
$206K +$194K +7,335 New
WCFA
792
Walkner Condon Financial Advisors
Wisconsin
$205K -$21.1K -800 -10%
ESB
793
Essex Savings Bank
Connecticut
$205K +$192K +7,297 New
TIM
794
Total Investment Management
Arizona
$204K +$192K +7,284 New
PWM
795
Peterson Wealth Management
Nevada
$204K +$191K +7,257 New
UW
796
Unique Wealth
Florida
$203K +$191K +7,237 New
FMN
797
Financial Management Network
California
$202K +$186K +7,047 New
CIC
798
Carnegie Investment Counsel
Ohio
$202K +$190K +7,212 New
BRWM
799
Blue Rock Wealth Management
North Carolina
$202K +$190K +7,203 New
RPA
800
Rock Point Advisors
Vermont
$202K +$190K +7,203 New