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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.75M -$52.9K -1,989 -2%
BSHC
277
Breed's Hill Capital
Massachusetts
$2.7M
UCFA
278
United Capital Financial Advisors
Texas
$2.68M -$264K -9,909 -9%
RWA
279
River Wealth Advisors
Pennsylvania
$2.67M -$67K -2,520 -3%
CFS
280
CRA Financial Services
New Jersey
$2.66M -$66.8K -2,511 -3%
LCM
281
Leisure Capital Management
California
$2.64M +$30.2K +1,137 +1%
PFT
282
Providence First Trust
Arizona
$2.56M
SWM
283
SeaCrest Wealth Management
New York
$2.52M +$10.1K +378 +0.4%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$2.52M -$1.22M -45,822 -34%
MA
285
MBA Advisors
Pennsylvania
$2.52M -$743K -27,924 -24%
BFS
286
Burkett Financial Services
South Carolina
$2.5M -$17.6K -663 -0.7%
TWM
287
Tradition Wealth Management
Minnesota
$2.49M -$79.2K -2,979 -3%
GRP
288
Global Retirement Partners
California
$2.39M -$376K -14,139 -14%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$2.39M +$352K +13,221 +18%
CFG
290
Clayton Financial Group
Missouri
$2.38M +$261K +9,819 +13%
BMMM
291
Boston Mountain Money Management
Arkansas
$2.37M -$40.2K -1,512 -2%
CL
292
Choreo LLC
Illinois
$2.36M -$9.25K -348 -0.4%
CA
293
Centerpoint Advisors
Massachusetts
$2.33M
WPIC
294
White Pine Investment Company
Michigan
$2.31M +$2.22M +83,439 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$2.31M -$75.2K -2,829 -3%
Betterment LLC
296
Betterment LLC
New York
$2.29M +$410K +15,429 +23%
NCM
297
Novare Capital Management
North Carolina
$2.29M -$121K -4,563 -5%
WA
298
WBH Advisory
Maryland
$2.27M +$65.7K +2,472 +3%
DWM
299
Dakota Wealth Management
Florida
$2.27M -$1.83K -69 -0.1%
PWM
300
Prentice Wealth Management
New York
$2.24M +$308K +11,571 +17%