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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
776
Carnegie Investment Counsel
Ohio
$221K +$7.45K +256 +4%
MIP
777
Marietta Investment Partners
Wisconsin
$221K -$18.2K -624 -8%
BC
778
Barnett & Company
Tennessee
$221K +$217K +7,456 New
CST
779
Charles Schwab Trust
Nevada
$220K
EWM
780
Evercore Wealth Management
New York
$217K
PWM
781
Peterson Wealth Management
Nevada
$216K +$902 +31 +0.4%
AFA
782
Arlington Financial Advisors
California
$216K -$1.75K -60 -0.8%
FFM
783
Forum Financial Management
Illinois
$216K +$212K +7,276 New
RF
784
Robbins Farley
New Hampshire
$216K -$8.47K -291 -4%
UW
785
Unique Wealth
Florida
$215K
BRWM
786
Blue Rock Wealth Management
North Carolina
$213K
HI
787
Human Investing
Oregon
$213K +$209K +7,189 New
FMN
788
Financial Management Network
California
$213K +$873 +30 +0.4%
PCA
789
Prosperity Capital Advisors
Ohio
$212K +$209K +7,164 New
OC
790
Optima Capital
Oregon
$211K +$207K +7,104 New
RPA
791
Rock Point Advisors
Vermont
$210K -$3.2K -110 -2%
TWM
792
Topsail Wealth Management
North Carolina
$210K
ACI
793
Alpha Cubed Investments
California
$208K +$205K +7,029 New
HP
794
HT Partners
Connecticut
$208K +$204K +7,005 New
HCM
795
Hengehold Capital Management
Ohio
$207K +$203K +6,974 New
AMIM
796
Aull & Monroe Investment Management
Alabama
$206K +$202K +6,938 New
CIP
797
Capital Insight Partners
Arizona
$206K +$202K +6,935 New
WFS
798
WealthGarden F.S.
California
$205K +$200K +6,873 New
Neuberger Berman Group
799
Neuberger Berman Group
New York
$205K +$201K +6,900 New
CICC
800
Capital Investment Counsel (Colorado)
Colorado
$203K +$200K +6,861 New