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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
351
Pinnacle Wealth Management Advisory Group
New Jersey
$952K -$63.8K -3,060 -7%
AC
352
Abbrea Capital
California
$950K -$9.38K -450 -1%
FPCG
353
Fort Pitt Capital Group
Pennsylvania
$950K +$376K +18,006 +76%
SMC
354
Smith, Moore & Co
Missouri
$929K -$185K -8,847 -18%
SWA
355
Stratos Wealth Advisors
Ohio
$924K -$30.5K -1,464 -3%
MCM
356
Mitchell Capital Management
Kansas
$906K +$27K +1,293 +3%
BPM
357
Bowling Portfolio Management
Ohio
$886K -$1.56K -75 -0.2%
BW
358
Bison Wealth
Georgia
$878K -$63.4K -3,042 -7%
CIR
359
Clear Investment Research
Georgia
$855K – – –
CS
360
Comerica Securities
Michigan
$851K – – –
Lido Advisors
361
Lido Advisors
California
$848K +$20.3K +975 +3%
MA
362
Modus Advisors
Minnesota
$846K -$294K -14,121 -27%
CI
363
Cordant Inc
Oregon
$831K +$48.5K +2,328 +7%
MA
364
MUFG Americas
New York
$829K -$45.5K -2,181 -6%
CWM
365
Cornerstone Wealth Management
Missouri
$819K -$15.5K -741 -2%
NCM
366
Novare Capital Management
North Carolina
$814K +$36.2K +1,734 +5%
SP
367
SWS Partners
Ohio
$813K -$40.5K -1,941 -5%
BI
368
Berkeley Inc
Idaho
$805K +$739K +35,412 New
SPC
369
Sigma Planning Corp
Michigan
$800K +$231K +11,064 +46%
SCM
370
SOL Capital Management
Maryland
$799K +$5.32K +255 +0.7%
FNBT
371
FineMark National Bank & Trust
Florida
$798K +$344K +16,476 +88%
LPIC
372
LeJeune Puetz Investment Counsel
Michigan
$793K +$23.6K +1,131 +3%
SIC
373
Sigma Investment Counselors
Michigan
$792K +$272K +13,023 +60%
GC
374
Grimes & Company
Massachusetts
$790K +$125 +6 +0%
OPA
375
Old Port Advisors
Maine
$790K +$23K +1,101 +3%