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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
326
Certified Advisory Corp
Florida
$59K +$3.1M +179,514 New
GRP
327
Global Retirement Partners
California
$57K +$27.5K +1,596 +98%
MWM
328
MinichMacGregor Wealth Management
New York
$55K
GWM
329
Geneos Wealth Management
Colorado
$52K
PG
330
Patten Group
Tennessee
$49K -$1.66K -96 -3%
JP Morgan Chase
331
JP Morgan Chase
New York
$49K +$48K +2,781 New
TSW
332
Thompson Siegel & Walmsley
Virginia
$48K
CMBA
333
C.M. Bidwell & Associates
Hawaii
$46K +$44.8K +2,595 New
MSFP
334
Mark Sheptoff Financial Planning
Connecticut
$39K
BCM
335
Blume Capital Management
California
$38K +$207 +12 +0.6%
FPFS
336
First Personal Financial Services
North Carolina
$35K
Citigroup
337
Citigroup
New York
$31K
BWM
338
Baystate Wealth Management
Massachusetts
$29K
SP
339
SWS Partners
Ohio
$27K +$25.9K +1,503 New
AWM
340
AllSquare Wealth Management
New York
$24K +$23.3K +1,350 New
M
341
MOTCO
Texas
$23K +$22.8K +1,323 New
SSB
342
Sandy Spring Bank
Maryland
$21K
PO
343
Private Ocean
California
$21K +$5.02K +291 +33%
SEI Investments
344
SEI Investments
Pennsylvania
$17K +$414 +24 +3%
WC
345
Westwind Capital
New Mexico
$17K +$16.1K +933 New
NSIM
346
North Star Investment Management
Illinois
$15K -$3.62K -210 -20%
SMG
347
Spectrum Management Group
Indiana
$15K
VIA
348
Vantage Investment Advisors
Pennsylvania
$12K +$518 +30 +5%
ME
349
McIlrath & Eck
Washington
$12K +$11.6K +675 New
HI
350
Hudock Inc
Pennsylvania
$12K +$12K +696 New