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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1026
Penobscot Investment Management
Massachusetts
– -$229K -7,710 Closed
RIM
1027
Rockbridge Investment Management
New York
– -$223K -7,512 Closed
PCA
1028
Prosperity Capital Advisors
Ohio
– -$212K -7,164 Closed
ACI
1029
Alpha Cubed Investments
California
– -$208K -7,029 Closed
CIP
1030
Capital Insight Partners
Arizona
– -$206K -6,935 Closed
GLF
1031
Groupe la Francaise
France
– -$175K -6,930 Closed
Neuberger Berman Group
1032
Neuberger Berman Group
New York
– -$205K -6,900 Closed
WCFA
1033
Walkner Condon Financial Advisors
Wisconsin
– -$202K -6,822 Closed
SWA
1034
SOA Wealth Advisors
New York
– -$179K -6,039 Closed
NC
1035
North Capital
Utah
– -$90.4K -3,049 Closed
FFA
1036
Founders Financial Alliance
North Carolina
– -$89.2K -3,009 Closed
GFWA
1037
Grey Fox Wealth Advisors
Delaware
– -$63.5K -2,144 Closed
HFS
1038
Hantz Financial Services
Michigan
– -$57K -1,931 Closed
HR
1039
Howe & Rusling
New York
– -$23.3K -785 Closed
CAM
1040
Costello Asset Management
Pennsylvania
– -$22K -741 Closed
TFA
1041
Toth Financial Advisory
Virginia
– -$19K -642 Closed
MSG
1042
Main Street Group
Virginia
– -$19K -641 Closed
TCM
1043
TruNorth Capital Management
Michigan
– -$11K -371 Closed
KWM
1044
Kiker Wealth Management
Georgia
– -$5.45K -184 Closed
GWSG
1045
GPS Wealth Strategies Group
Colorado
– -$5.17K -174 Closed
CCM
1046
Cloud Capital Management
Washington
– -$2K -90 Closed
PPA
1047
Painted Porch Advisors
California
– -$2.58K -87 Closed