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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
276
BB&T Securities
Virginia
$660K +$36.9K +2,109 +5%
PFM
277
Phillips Financial Management
Indiana
$659K +$944 +54 +0.1%
AIA
278
Armor Investment Advisors
North Carolina
$648K +$52.4K +3,000 +8%
MWM
279
Marietta Wealth Management
Georgia
$645K +$415K +23,775 +143%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$643K +$5.19K +297 +0.7%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$641K +$342K +19,596 +95%
LPIC
282
LeJeune Puetz Investment Counsel
Michigan
$637K -$54.8K -3,138 -7%
WIA
283
Wealthstreet Investment Advisors
Texas
$634K +$27.5K +1,575 +5%
BPWA
284
Beacon Pointe Wealth Advisors
California
$633K +$693K +39,681 New
CFS
285
CRA Financial Services
New Jersey
$625K +$683K +39,114 New
GCA
286
Genesee Capital Advisors
New York
$624K +$682K +39,054 New
HR
287
Hayden Royal
North Carolina
$623K +$681K +38,970 New
VA
288
Valmark Advisers
Ohio
$600K +$98.7K +5,649 +18%
WCM
289
Wisconsin Capital Management
Wisconsin
$599K +$655K +37,500 New
PFBT
290
Parkside Financial Bank & Trust
Missouri
$595K -$1.78K -102 -0.3%
EWA
291
EP Wealth Advisors
California
$593K +$648K +37,110 New
MGIA
292
Moneta Group Investment Advisors
Missouri
$591K -$17K -975 -3%
H
293
HoyleCohen
California
$573K +$73.9K +4,227 +13%
DP
294
DDD Partners
Washington
$571K +$10.9K +624 +2%
BPM
295
Bowling Portfolio Management
Ohio
$554K +$13.3K +759 +2%
FWM
296
Frontier Wealth Management
Missouri
$553K +$201K +11,520 +50%
SIC
297
Sigma Investment Counselors
Michigan
$541K +$37.8K +2,166 +7%
LNB
298
Ledyard National Bank
$520K
IWM
299
IHT Wealth Management
Illinois
$518K +$567K +32,439 New
TC
300
Telemus Capital
Michigan
$516K +$53.7K +3,072 +11%