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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$11K +$10.9K +630 New
PA
352
Parallel Advisors
California
$10K +$52 +3 +0.5%
SIAP
353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$7.77K +450 +375%
SPI
354
Santori & Peters Inc
Pennsylvania
$10K +$10.5K +609 New
TL
355
TrueWealth LLC
Georgia
$9K +$8.28K +480 New
CFD
356
Creative Financial Designs
Indiana
$7K
CA
357
Crewe Advisors
Utah
$7K +$6.94K +402 New
HCM
358
Horrell Capital Management
Arkansas
$6K
RBC
359
Roble Belko & Company
Pennsylvania
$6K
WEC
360
Winslow Evans & Crocker
Massachusetts
$5.33K
FMP
361
Financial Management Professionals
Texas
$5K
BAM
362
Barrett Asset Management
New York
$4K
BlackRock
363
BlackRock
New York
$4K
BWA
364
Burt Wealth Advisors
Maryland
$4K
GI
365
GS Investments
Minnesota
$3.24K +$3.16K +183 New
TCOV
366
Trust Company of Vermont
Vermont
$3K +$2.9K +168 New
WCM
367
Whitener Capital Management
North Carolina
$3K +$3.31K +192 New
NPC
368
National Planning Corporation
California
$2.72K -$913K -52,896 -100%
FA
369
Fagan Associates
New York
$1.52K +$62.6K +3,627 +4%
ICOA
370
Investment Centers of America
North Dakota
-$1.41M -84,087 Closed
SIA
371
Starfire Investment Advisers
Michigan
-$1.29M -77,409 Closed
SG Americas Securities
372
SG Americas Securities
New York
-$565K -33,810 Closed
Baird Financial Group
373
Baird Financial Group
Wisconsin
-$487K -29,145 Closed
SMC
374
Smith, Moore & Co
Missouri
-$266K -15,945 Closed
DCM
375
Donaldson Capital Management
Indiana
-$247K -14,763 Closed