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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Sigma Investment Counselors
Michigan
$611K +$20.9K +1,095 +4%
H
252
HoyleCohen
California
$610K +$20.7K +1,086 +4%
BRWA
253
B. Riley Wealth Advisors
Florida
$610K +$39.7K +2,085 +7%
AG
254
Appleton Group
Wisconsin
$608K +$118K +6,210 +25%
GA
255
Gateway Advisory
New Jersey
$601K -$20.5K -1,077 -3%
FAM
256
Foothills Asset Management
Arizona
$587K -$35.4K -1,860 -6%
CWM
257
Confluence Wealth Management
Oregon
$586K +$514 +27 +0.1%
TC
258
Telemus Capital
Michigan
$564K -$51.6K -2,709 -8%
Kayne Anderson Rudnick Investment Management
259
Kayne Anderson Rudnick Investment Management
California
$562K – – –
CIR
260
Clear Investment Research
Georgia
$561K +$111K +5,850 +25%
A
261
AdvicePeriod
California
$552K +$546K +28,638 New
BAC
262
Boys Arnold & Co
North Carolina
$536K -$17.1K -900 -3%
PFA
263
Pinnacle Family Advisors
Missouri
$526K -$819K -43,005 -61%
FNBT
264
FineMark National Bank & Trust
Florida
$522K +$6.86K +360 +1%
B
265
Bailard
California
$520K -$1.19M -62,331 -70%
PAM
266
Pegasus Asset Management
New York
$517K +$7.72K +405 +2%
CA
267
Calton & Associates
Florida
$516K -$22.5K -1,182 -4%
SG
268
StoneX Group
New York
$516K +$104K +5,460 +26%
AIM
269
Aspen Investment Management
Michigan
$514K +$53.3K +2,796 +12%
Calamos Advisors
270
Calamos Advisors
Illinois
$505K +$43.3K +2,274 +10%
JWA
271
JFS Wealth Advisors
Pennsylvania
$501K -$236K -12,408 -32%
HGWM
272
Harvest Group Wealth Management
Massachusetts
$466K -$100K -5,274 -18%
PWM
273
Perigon Wealth Management
California
$458K -$273K -14,355 -38%
BL
274
BCWM LLC
Kansas
$452K -$18.5K -972 -4%
FWM
275
Frontier Wealth Management
Missouri
$446K +$192K +10,059 +77%