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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
351
Duncker Streett & Co
Missouri
$100K -$37.6K -2,079 -28%
GWM
352
Geneos Wealth Management
Colorado
$100K +$2.71K +150 +3%
BWA
353
BDO Wealth Advisors
Florida
$91K +$89.5K +4,950 New
GRP
354
Global Retirement Partners
California
$90K +$1.19K +66 +1%
CCM
355
Covington Capital Management
California
$88K +$86.8K +4,800 New
CDIA
356
Capital Directions Investment Advisors
Georgia
$80K -$6.24K -345 -7%
FHA
357
Flagship Harbor Advisors
Massachusetts
$71K +$70.7K +3,909 New
RCAG
358
Rehmann Capital Advisory Group
Michigan
$70.5K +$69.7K +3,855 New
CWM
359
Cranbrook Wealth Management
Michigan
$70K – – –
CAC
360
Certified Advisory Corp
Florida
$58K +$22K +1,218 +62%
MWM
361
MinichMacGregor Wealth Management
New York
$57K – – –
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$51K +$109 +6 +0.2%
PG
363
Patten Group
Tennessee
$51K +$705 +39 +1%
FIB
364
First Interstate Bank
Montana
$50K – – –
PFA
365
Pathway Financial Advisors
Vermont
$50K – – –
TSW
366
Thompson Siegel & Walmsley
Virginia
$49K – – –
MSFP
367
Mark Sheptoff Financial Planning
Connecticut
$40K – – –
BCM
368
Blume Capital Management
California
$39K +$54 +3 +0.1%
KCPG
369
Kavar Capital Partners Group
Kansas
$37K – – –
BCA
370
Bay Colony Advisors
Massachusetts
$36K +$35.7K +1,974 New
William Blair & Company
371
William Blair & Company
Illinois
$34K +$19.1K +1,056 +135%
SSB
372
Sandy Spring Bank
Maryland
$33K -$1.63K -90 -5%
Citigroup
373
Citigroup
New York
$33K +$1.52K +84 +5%
DPA
374
Delphi Private Advisors
California
$33K +$32.9K +1,821 New
RFC
375
Regions Financial Corp
Alabama
$32K – – –