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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
276
Patten Group
Tennessee
$47K +$634 +39 +1%
TSW
277
Thompson Siegel & Walmsley
Virginia
$45K
MSFP
278
Mark Sheptoff Financial Planning
Connecticut
$36K +$35.4K +2,178 New
BCM
279
Blume Capital Management
California
$35K +$98 +6 +0.3%
FPFS
280
First Personal Financial Services
North Carolina
$33K
CG
281
Cutler Group
California
$30K -$14.6K -900 -33%
Citigroup
282
Citigroup
New York
$29K
NFG
283
Next Financial Group
Texas
$27K
GRP
284
Global Retirement Partners
California
$27K +$16.8K +1,035 +173%
BWM
285
Baystate Wealth Management
Massachusetts
$26K
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$2.39K +147 +13%
SSB
287
Sandy Spring Bank
Maryland
$20K
NSIM
288
North Star Investment Management
Illinois
$17K
SEI Investments
289
SEI Investments
Pennsylvania
$16K
PO
290
Private Ocean
California
$15K +$14.1K +870 New
SMG
291
Spectrum Management Group
Indiana
$14K +$13.4K +825 New
VIA
292
Vantage Investment Advisors
Pennsylvania
$10K
PA
293
Parallel Advisors
California
$9K -$7.31K -450 -45%
GT
294
Glenmede Trust
Pennsylvania
$9K
CFD
295
Creative Financial Designs
Indiana
$7K
HCM
296
Horrell Capital Management
Arkansas
$6K -$2.1K -129 -26%
RBC
297
Roble Belko & Company
Pennsylvania
$6K +$49 +3 +0.9%
WEC
298
Winslow Evans & Crocker
Massachusetts
$5.01K
FMP
299
Financial Management Professionals
Texas
$5K
MFW
300
Mosaic Family Wealth
Missouri
$5K +$4.88K +300 New