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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
276
Reilly Financial Advisors
California
$257K -$453K -26,238 -64%
OC
277
Oarsman Capital
Wisconsin
$255K -$153K -8,844 -38%
CAM
278
Cubic Asset Management
Massachusetts
$254K -$22K -1,275 -8%
EWA
279
EP Wealth Advisors
California
$242K +$236K +13,650 New
PA
280
PFG Advisors
Arizona
$239K +$233K +13,473 New
HWA
281
Heritage Way Advisors
Illinois
$237K -$2.64K -153 -1%
WAM
282
Watermark Asset Management
California
$235K +$20.7K +1,200 +10%
TCM
283
Twele Capital Management
Minnesota
$234K +$6.47K +375 +3%
BWP
284
BSW Wealth Partners
Colorado
$230K -$155 -9 -0.1%
TPW
285
Tiller Private Wealth
Pennsylvania
$230K +$223K +12,930 New
DADC
286
D.A. Davidson & Co
Montana
$227K +$220K +12,768 New
BCM
287
Boltwood Capital Management
California
$226K +$10.4K +600 +5%
RW
288
REDW Wealth
New Mexico
$225K +$52 +3 +0%
PSUF
289
People's United Financial
Connecticut
$225K +$219K +12,678 New
FWM
290
Frontier Wealth Management
Missouri
$224K +$218K +12,621 New
JMPWA
291
JP Morgan Private Wealth Advisors
California
$223K +$10.8K +624 +5%
PL
292
Plancorp LLC
Missouri
$215K +$155 +9 +0.1%
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K +$518 +30 +0.3%
Cerity Partners
294
Cerity Partners
New York
$213K +$207K +11,970 New
PPA
295
Parametric Portfolio Associates
Washington
$210K +$204K +11,808 New
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$201K -$2.8K -162 -1%
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$189K – – –
RCC
298
Red Cedar Capital
Nebraska
$189K +$184K +10,647 New
FAAS
299
First Allied Advisory Services
California
$181K +$176K +10,221 New
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$147K +8,505 +649%