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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
301
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K +$5.02K +309 New
BAM
302
Barrett Asset Management
New York
$4K – – –
BWA
303
Burt Wealth Advisors
Maryland
$4K – – –
BlackRock
304
BlackRock
New York
$3K -$31.3K -1,926 -91%
SIAP
305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K – – –
PFG
306
Piershale Financial Group
Illinois
– -$7.33M -464,397 Closed
AIP
307
Almanack Investment Partners
Pennsylvania
– -$1.87M -116,757 Closed
Cetera Investment Advisers
308
Cetera Investment Advisers
Illinois
– -$1.75M -109,248 Closed
YMRC
309
Yorktown Management & Research Company
Virginia
– -$1.2M -75,000 Closed
3C
310
361 Capital
Colorado
– -$858K -53,454 Closed
Jane Street
311
Jane Street
New York
– -$543K -33,843 Closed
KFA
312
Kelleher Financial Advisors
New York
– -$532K -33,174 Closed
CWM
313
Concert Wealth Management
California
– -$373K -23,310 Closed
CWP
314
Capital Wealth Planning
Florida
– -$279K -17,358 Closed
PSUF
315
People's United Financial
Connecticut
– -$184K -11,478 Closed
AF
316
Allworth Financial
California
– -$172K -10,734 Closed
DADC
317
D.A. Davidson & Co
Montana
– -$59K -3,720 Closed
BBHC
318
Brown Brothers Harriman & Co
New York
– -$39K -2,430 Closed
PFBT
319
Parkside Financial Bank & Trust
Missouri
– -$27K -1,698 Closed
SF
320
Synovus Financial
Georgia
– -$18K -1,125 Closed
PFO
321
Pathstone Family Office
New Jersey
– -$9K -555 Closed
TWA
322
TCI Wealth Advisors
Arizona
– -$4K -225 Closed