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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$33K +$12.9K +717 +61%
RFC
352
Regions Financial Corp
Alabama
$31K -$51.2K -2,853 -62%
Citigroup
353
Citigroup
New York
$31K – – –
BlackRock
354
BlackRock
New York
$30K +$26.6K +1,479 +736%
FPFS
355
First Personal Financial Services
North Carolina
$27K -$7K -390 -20%
PWAG
356
Polaris Wealth Advisory Group
California
$27K +$27.2K +1,515 New
AWM
357
AllSquare Wealth Management
New York
$24K – – –
PO
358
Private Ocean
California
$24K +$4.04K +225 +19%
SEI Investments
359
SEI Investments
Pennsylvania
$17K -$431 -24 -2%
WC
360
Westwind Capital
New Mexico
$16K – – –
Parallax Volatility Advisers
361
Parallax Volatility Advisers
California
$16K +$16.7K +930 +31,000%
NSIM
362
North Star Investment Management
Illinois
$15K – – –
William Blair & Company
363
William Blair & Company
Illinois
$14K +$14K +780 New
HI
364
Hudock Inc
Pennsylvania
$12K – – –
CB
365
CNB Bank
Pennsylvania
$12K +$12K +669 New
BWP
366
Baldwin Wealth Partners
Massachusetts
$12K +$12.6K +699 New
VIA
367
Vantage Investment Advisors
Pennsylvania
$11K -$485 -27 -4%
IWM
368
IHT Wealth Management
Illinois
$11K +$54 +3 +0.5%
PA
369
Parallel Advisors
California
$10K – – –
ME
370
McIlrath & Eck
Washington
$9K -$3.02K -168 -25%
SIAP
371
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K -$2.15K -120 -21%
TL
372
TrueWealth LLC
Georgia
$8K – – –
1IA
373
1834 Investment Advisors
Wisconsin
$8K +$8.14K +453 New
CFD
374
Creative Financial Designs
Indiana
$7K – – –
CA
375
Crewe Advisors
Utah
$7K – – –