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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
276
Creative Financial Designs
Indiana
$6K – – –
RBC
277
Roble Belko & Company
Pennsylvania
$5K – – –
WEC
278
Winslow Evans & Crocker
Massachusetts
$4.82K – – –
BAM
279
Barrett Asset Management
New York
$4K – – –
TWA
280
TCI Wealth Advisors
Arizona
$4K +$3.58K +225 New
FMP
281
Financial Management Professionals
Texas
$4K +$4.86K +306 New
BWA
282
Burt Wealth Advisors
Maryland
$3K – – –
SIAP
283
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K – – –
CPIG
284
Chicago Partners Investment Group
Illinois
$1K -$94.4K -5,943 -99%
SIC
285
Salem Investment Counselors
North Carolina
– -$11.6M -739,230 Closed
CCP
286
Cardan Capital Partners
Colorado
– -$5.93M -375,834 Closed
AWM
287
Avior Wealth Management
Nebraska
– -$4.27M -270,852 Closed
SWM
288
Stockman Wealth Management
Montana
– -$1.89M -119,748 Closed
TW
289
Transform Wealth
Colorado
– -$1.72M -109,206 Closed
PFA
290
Pinnacle Family Advisors
Missouri
– -$1.63M -103,011 Closed
UAS
291
United Asset Strategies
New York
– -$354K -22,419 Closed
PPSG
292
Princeton Portfolio Strategies Group
New Jersey
– -$295K -18,708 Closed
TH
293
Timber Hill
Connecticut
– -$262K -16,599 Closed
WA
294
WBH Advisory
Maryland
– -$242K -15,345 Closed
FAAS
295
First Allied Advisory Services
California
– -$203K -12,885 Closed
ML
296
McAdam LLC
Pennsylvania
– -$201K -12,762 Closed
MWM
297
Marietta Wealth Management
Georgia
– -$201K -12,726 Closed
AIS
298
Accurate Investment Solutions
Pennsylvania
– -$130K -8,238 Closed
Simplex Trading
299
Simplex Trading
Illinois
– -$48K -3,081 Closed
SLF
300
Sun Life Financial
Ontario, Canada
– -$17.7K -2,508 Closed