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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
351
BDO Wealth Advisors
Florida
$91K +$89.5K +4,950 New
GRP
352
Global Retirement Partners
California
$90K +$1.19K +66 +1%
CCM
353
Covington Capital Management
California
$88K +$86.8K +4,800 New
CDIA
354
Capital Directions Investment Advisors
Georgia
$80K -$6.24K -345 -7%
FHA
355
Flagship Harbor Advisors
Massachusetts
$71K +$70.7K +3,909 New
RCAG
356
Rehmann Capital Advisory Group
Michigan
$70.5K +$69.7K +3,855 New
CWM
357
Cranbrook Wealth Management
Michigan
$70K
CAC
358
Certified Advisory Corp
Florida
$58K +$22K +1,218 +62%
MWM
359
MinichMacGregor Wealth Management
New York
$57K
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$51K +$109 +6 +0.2%
PG
361
Patten Group
Tennessee
$51K +$705 +39 +1%
FIB
362
First Interstate Bank
Montana
$50K
PFA
363
Pathway Financial Advisors
Vermont
$50K
TSW
364
Thompson Siegel & Walmsley
Virginia
$49K
MSFP
365
Mark Sheptoff Financial Planning
Connecticut
$40K
BCM
366
Blume Capital Management
California
$39K +$54 +3 +0.1%
KCPG
367
Kavar Capital Partners Group
Kansas
$37K
BCA
368
Bay Colony Advisors
Massachusetts
$36K +$35.7K +1,974 New
William Blair & Company
369
William Blair & Company
Illinois
$34K +$19.1K +1,056 +135%
SSB
370
Sandy Spring Bank
Maryland
$33K -$1.63K -90 -5%
Citigroup
371
Citigroup
New York
$33K +$1.52K +84 +5%
DPA
372
Delphi Private Advisors
California
$33K +$32.9K +1,821 New
RFC
373
Regions Financial Corp
Alabama
$32K
PMG
374
ProVise Management Group
Florida
$31.5K +$447K +24,720 +2%
BlackRock
375
BlackRock
New York
$31K