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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$884K +$34.4K +1,806 +4%
PLFAM
227
Pineno Levin & Ford Asset Management
Virginia
$870K -$22K -1,155 -2%
HI
228
Hudock Inc
Pennsylvania
$865K +$842K +44,178 +6,347%
BCWM
229
Blue Chip Wealth Management
Florida
$831K +$178K +9,354 +28%
LPIC
230
LeJeune Puetz Investment Counsel
Michigan
$830K +$57 +3 +0%
CS
231
Comerica Securities
Michigan
$812K +$803K +42,132 New
MA
232
MUFG Americas
New York
$792K +$144K +7,545 +23%
PFM
233
Phillips Financial Management
Indiana
$789K +$14.2K +747 +2%
CA
234
Cambridge Advisors
Nebraska
$786K -$229 -12 -0%
SSWM
235
Sheets Smith Wealth Management
North Carolina
$770K -$26.5K -1,392 -3%
BTS
236
BB&T Securities
Virginia
$756K +$369K +19,344 +97%
AI
237
Atria Investments
North Carolina
$744K -$4.57K -240 -0.6%
MGIA
238
Moneta Group Investment Advisors
Missouri
$732K -$60.9K -3,195 -8%
AIA
239
Armor Investment Advisors
North Carolina
$724K +$572 +30 +0.1%
LWAC
240
Laurel Wealth Advisors (California)
California
$722K +$322K +16,923 +82%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$720K +$711K +37,341 New
SDWMA
242
Schneider Downs Wealth Management Advisors
Pennsylvania
$702K +$36.1K +1,896 +5%
FA
243
FDx Advisors
Illinois
$696K +$250K +13,131 +57%
DP
244
DDD Partners
Washington
$678K +$670K +35,142 New
WIA
245
Wealthstreet Investment Advisors
Texas
$669K +$17.1K +900 +3%
Brown Advisory
246
Brown Advisory
Maryland
$668K
BPM
247
Bowling Portfolio Management
Ohio
$654K -$165K -8,685 -20%
LNB
248
Ledyard National Bank
$628K
CSIC
249
Clifford Swan Investment Counsel
California
$624K -$120K -6,306 -16%
FAG
250
Financial Advisory Group
Texas
$622K +$36.6K +1,920 +6%