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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPA
326
Delphi Private Advisors
California
$62K +$60.1K +3,480 New
CAC
327
Certified Advisory Corp
Florida
$59K +$3.1M +179,514 New
GRP
328
Global Retirement Partners
California
$57K +$27.5K +1,596 +98%
MWM
329
MinichMacGregor Wealth Management
New York
$55K – – –
GWM
330
Geneos Wealth Management
Colorado
$52K – – –
PG
331
Patten Group
Tennessee
$49K -$1.66K -96 -3%
JP Morgan Chase
332
JP Morgan Chase
New York
$49K +$48K +2,781 New
TSW
333
Thompson Siegel & Walmsley
Virginia
$48K – – –
CMBA
334
C.M. Bidwell & Associates
Hawaii
$46K +$44.8K +2,595 New
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
BCM
336
Blume Capital Management
California
$38K +$207 +12 +0.6%
FPFS
337
First Personal Financial Services
North Carolina
$35K – – –
Citigroup
338
Citigroup
New York
$31K – – –
BWM
339
Baystate Wealth Management
Massachusetts
$29K – – –
SP
340
SWS Partners
Ohio
$27K +$25.9K +1,503 New
AWM
341
AllSquare Wealth Management
New York
$24K +$23.3K +1,350 New
M
342
MOTCO
Texas
$23K +$22.8K +1,323 New
SSB
343
Sandy Spring Bank
Maryland
$21K – – –
PO
344
Private Ocean
California
$21K +$5.02K +291 +33%
SEI Investments
345
SEI Investments
Pennsylvania
$17K +$414 +24 +3%
WC
346
Westwind Capital
New Mexico
$17K +$16.1K +933 New
NSIM
347
North Star Investment Management
Illinois
$15K -$3.62K -210 -20%
SMG
348
Spectrum Management Group
Indiana
$15K – – –
VIA
349
Vantage Investment Advisors
Pennsylvania
$12K +$518 +30 +5%
ME
350
McIlrath & Eck
Washington
$12K +$11.6K +675 New