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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
226
First Personal Financial Services
North Carolina
$29K
Citigroup
227
Citigroup
New York
$26K
DSN
228
D. Scott Neal
Kentucky
$21K +$20.2K +1,380 New
HCM
229
Horrell Capital Management
Arkansas
$20K +$12.5K +852 +181%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$16.9K +1,158 New
KT
231
Kanaly Trust
Texas
$18K +$17.2K +1,176 New
DADC
232
D.A. Davidson & Co
Montana
$18K +$17.6K +1,200 New
CG
233
Cutler Group
California
$17K
NSIM
234
North Star Investment Management
Illinois
$16K
SSB
235
Sandy Spring Bank
Maryland
$14K +$2.63K +180 +24%
VIA
236
Vantage Investment Advisors
Pennsylvania
$11K +$1.14K +78 +13%
GT
237
Glenmede Trust
Pennsylvania
$10K
CWM
238
Cranbrook Wealth Management
Michigan
$7K +$6.58K +450 New
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K +$6.58K +450 New
CFD
240
Creative Financial Designs
Indiana
$6K +$5.71K +390 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$5K -$39.8K -2,718 -90%
RBC
242
Roble Belko & Company
Pennsylvania
$5K +$3.95K +270 +409%
BAM
243
Barrett Asset Management
New York
$3K
BWA
244
Burt Wealth Advisors
Maryland
$3K
FTUS
245
Flow Traders U.S.
New York
$2K +$1.05K +72 +171%
FMP
246
Financial Management Professionals
Texas
-$44.7M -3,078,339 Closed
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
-$2.08M -143,265 Closed
Millennium Management
248
Millennium Management
New York
-$911K -62,778 Closed
MIAN
249
Mariner Independent Advisor Network
Kansas
-$790K -54,441 Closed
SLF
250
Sun Life Financial
Ontario, Canada
-$655K -45,147 Closed