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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Watermark Asset Management
California
$211K +$343 +18 +0.2%
KTC
352
Kistler-Tiffany Companies
Pennsylvania
$210K +$40.2K +2,112 +24%
BWP
353
BSW Wealth Partners
Colorado
$206K +$204K +10,692 New
MWP
354
MYCIO Wealth Partners
Pennsylvania
$205K +$202K +10,623 New
BCM
355
Breiter Capital Management
Florida
$203K +$201K +10,545 New
DBRC
356
D.B. Root & Company
Pennsylvania
$203K +$201K +10,554 New
MCP
357
Mirador Capital Partners
California
$202K +$200K +10,497 New
VFA
358
Valeo Financial Advisors
Indiana
$164K -$37.2K -1,950 -17%
APSI
359
Asset Planning Services Inc
Louisiana
$151K +$149K +7,836 New
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$147K -$2.52K -132 -2%
SQA
361
Simon Quick Advisors
New Jersey
$146K -$12.7K -669 -8%
SBL
362
Sargent Bickham Lagudis
Colorado
$145K -$1.03K -54 -0.7%
GWM
363
Geneos Wealth Management
Colorado
$144K +$38.1K +2,001 +37%
SLF
364
Sun Life Financial
Ontario, Canada
$137K
SFSIG
365
San Francisco Sentry Investment Group
California
$136K
DSC
366
Duncker Streett & Co
Missouri
$125K +$18.7K +981 +18%
BFC
367
Bedel Financial Consulting
Indiana
$122K +$20K +1,050 +18%
WTC
368
WhitTier Trust Company
Nevada
$117K
APP
369
Avantax Planning Partners
Iowa
$116K +$115K +6,018 New
Fidelity Investments
370
Fidelity Investments
Massachusetts
$115K +$114K +6,000 New
SWP
371
Stratos Wealth Partners
Ohio
$109K +$108K +5,661 New
RCA
372
Rowland Carmichael Advisors
Arizona
$107K
ML
373
McAdam LLC
Pennsylvania
$104K -$2.63K -138 -2%
BWA
374
BDO Wealth Advisors
Florida
$95K
GRP
375
Global Retirement Partners
California
$95K +$114 +6 +0.1%