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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
326
StrategIQ Financial Group
Indiana
$1.03M
LB
327
Legacy Bridge
Iowa
$1.01M
CA
328
Cambridge Advisors
Nebraska
$1M +$20.5K +1,059 +2%
WA
329
WBH Advisory
Maryland
$986K +$31.3K +1,617 +3%
MS
330
Madden Securities
Texas
$974K +$943K +48,708 New
BWM
331
Benchmark Wealth Management
Connecticut
$971K +$938K +48,426 New
FFBTD
332
First Financial Bank - Trust Division
Ohio
$967K
SSWM
333
Sheets Smith Wealth Management
North Carolina
$956K +$68.8K +3,552 +8%
FC
334
Ferris Capital
Massachusetts
$949K -$39.9K -2,061 -4%
PLFAM
335
Pineno Levin & Ford Asset Management
Virginia
$922K +$1.86K +96 +0.2%
CS
336
Comerica Securities
Michigan
$909K +$2.67K +138 +0.3%
PA
337
Pinnacle Associates
New York
$908K +$178K +9,216 +26%
BCWM
338
Blue Chip Wealth Management
Florida
$902K -$27.2K -1,407 -3%
SIAS
339
Shine Investment Advisory Services
Colorado
$898K -$528K -27,276 -38%
SWM
340
Southern Wealth Management
Texas
$894K +$864K +44,604 New
VC
341
Vicus Capital
Pennsylvania
$882K +$523 +27 +0.1%
SCA
342
Strategic Capital Advisers
Colorado
$877K -$6.85K -354 -0.8%
AG
343
Appleton Group
Wisconsin
$877K +$78.4K +4,050 +10%
AC
344
Abbrea Capital
California
$863K -$193K -9,990 -19%
CM
345
Columbus Macro
Pennsylvania
$860K -$36.8K -1,899 -4%
SFWA
346
Summit Financial Wealth Advisors
Louisiana
$860K
Cetera Investment Advisers
347
Cetera Investment Advisers
Illinois
$859K +$9.06K +468 +1%
TC
348
Tatro Capital
Kentucky
$856K +$826K +42,687 New
VCM
349
Vivaldi Capital Management
Illinois
$848K -$58.4K -3,015 -7%
BPM
350
Bowling Portfolio Management
Ohio
$824K +$65.1K +3,363 +9%