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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
76
Bar Harbor Trust Services
Maine
$289K +$21K +1,632 +8%
KFS
77
KMS Financial Services
Washington
$281K +$270K +20,949 New
Bank of New York Mellon
78
Bank of New York Mellon
New York
$277K +$541 +42 +0.2%
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$270K
EWM
80
Evermay Wealth Management
Virginia
$263K +$252K +19,581 New
VFS
81
VSR Financial Services
Kansas
$254K +$244K +18,939 New
PCM
82
Parsons Capital Management
Rhode Island
$252K +$242K +18,795 New
RPGK
83
Retirement Planning Group (Kansas)
Kansas
$223K -$5.41K -420 -2%
ZIM
84
Zacks Investment Management
Illinois
$210K +$201K +15,624 New
CAM
85
Cubic Asset Management
Massachusetts
$209K
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$205K -$13.5K -1,050 -6%
KCPG
87
Kavar Capital Partners Group
Kansas
$204K -$47.6K -3,693 -20%
WCM
88
Wealthcare Capital Management
Virginia
$171K
WA
89
WealthTrust-Arizona
Arizona
$154K +$148K +11,493 New
WF
90
WealthTrust Fairport
Ohio
$124K +$119K +9,246 New
HR
91
Howe & Rusling
New York
$111K +$67.7K +5,250 +175%
AIG
92
American International Group
New York
$105K +$62.2K +4,824 +162%
S
93
SignatureFD
Georgia
$101K +$15.8K +1,224 +19%
BC
94
Bartlett & Co
Ohio
$84K
CDIA
95
Capital Directions Investment Advisors
Georgia
$79K
MA
96
MCF Advisors
Kentucky
$61K +$18K +1,395 +41%
MCM
97
Manchester Capital Management
Vermont
$47K
WTB
98
Washington Trust Bank
Washington
$39K +$7.35K +570 +25%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$37K -$9.74K -756 -22%
PAI
100
Pittenger & Anderson Inc
Nebraska
$34K +$32.5K +2,520 New