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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$1.35M -$17.7K -849 -1%
CIAS
302
Capital Investment Advisory Services
North Carolina
$1.34M -$101K -4,845 -8%
HI
303
Hudock Inc
Pennsylvania
$1.33M -$2.06K -99 -0.2%
Citadel Advisors
304
Citadel Advisors
Florida
$1.33M -$2.89M -138,732 -70%
AFG
305
Arkansas Financial Group
Arkansas
$1.3M -$11.8K -564 -1%
DW
306
Domani Wealth
Pennsylvania
$1.29M +$125 +6 +0%
DWMG
307
DB Wealth Management Group
California
$1.28M +$1.18M +56,535 New
WA
308
WBH Advisory
Maryland
$1.27M +$70.4K +3,375 +7%
OIM
309
Orca Investment Management
Oregon
$1.27M +$1.16M +55,692 New
PA
310
Planning Alternatives
Michigan
$1.26M -$325K -15,573 -22%
PA
311
Pinnacle Associates
New York
$1.26M -$78.8K -3,780 -6%
PCM
312
Parsons Capital Management
Rhode Island
$1.26M -$3.57K -171 -0.3%
GHA
313
GW Henssler & Associates
Georgia
$1.25M -$17.5K -837 -1%
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$91K +4,365 +9%
AG
315
Appleton Group
Wisconsin
$1.24M +$56.1K +2,691 +5%
CFG
316
Citizens Financial Group
Rhode Island
$1.24M -$2.88K -138 -0.3%
OCM
317
One Capital Management
California
$1.23M +$294K +14,121 +35%
IFS
318
Ifrah Financial Services
Arkansas
$1.23M -$32.2K -1,542 -3%
Lazard Asset Management
319
Lazard Asset Management
New York
$1.22M
FBB
320
Fulton Breakefield Broenniman
Maryland
$1.22M -$398K -19,083 -26%
VCM
321
Vivaldi Capital Management
Illinois
$1.21M -$22.4K -1,074 -2%
BIA
322
Bigelow Investment Advisors
Maine
$1.21M -$48.2K -2,310 -4%
BWL
323
Bogart Wealth LLC
Virginia
$1.19M +$260K +12,489 +31%
CM
324
Columbus Macro
Pennsylvania
$1.17M +$425K +20,382 +65%
KWM
325
Kingsview Wealth Management
Oregon
$1.17M -$10.8K -519 -1%