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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
Wealthstreet Investment Advisors
Texas
$596K
FAM
227
Foothills Asset Management
Arizona
$591K -$4.31K -240 -0.7%
MA
228
MUFG Americas
New York
$568K +$38K +2,118 +7%
TC
229
Telemus Capital
Michigan
$557K -$32.3K -1,800 -5%
CWM
230
Confluence Wealth Management
Oregon
$550K -$4.26K -237 -0.8%
PAM
231
Peak Asset Management
Colorado
$543K +$154K +8,556 +38%
H
232
HoyleCohen
California
$531K +$71.4K +3,975 +15%
HGWM
233
Harvest Group Wealth Management
Massachusetts
$519K +$2.05K +114 +0.4%
DAS
234
Dynamic Advisor Solutions
Arizona
$518K +$527K +29,367 New
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$514K +$523K +29,145 New
SIC
236
Sigma Investment Counselors
Michigan
$507K +$34.3K +1,911 +7%
STA
237
Summit Trail Advisors
New York
$503K +$499K +27,774 New
BAC
238
Boys Arnold & Co
North Carolina
$501K -$5.39K -300 -1%
SDWMA
239
Schneider Downs Wealth Management Advisors
Pennsylvania
$494K +$503K +28,005 New
CA
240
Calton & Associates
Florida
$493K +$18.7K +1,041 +4%
FNBT
241
FineMark National Bank & Trust
Florida
$484K -$970 -54 -0.2%
MMHP
242
Murphy Middleton Hinkle & Parker
Georgia
$472K +$27.5K +1,533 +6%
Mariner
243
Mariner
Kansas
$463K -$259K -14,433 -35%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$461K -$68.5K -3,813 -12%
BCWM
245
Blue Chip Wealth Management
Florida
$461K +$470K +26,148 New
PAM
246
Pegasus Asset Management
New York
$460K +$32.3K +1,797 +7%
FAG
247
Financial Advisory Group
Texas
$452K +$97.1K +5,406 +27%
AG
248
Appleton Group
Wisconsin
$444K +$35.4K +1,971 +8%
CIR
249
Clear Investment Research
Georgia
$410K -$1.29K -72 -0.3%
FRA
250
Front Row Advisors
California
$410K +$13.7K +762 +3%