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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
351
Colony Group
Massachusetts
$1.13M +$825K +34,011 +296%
CM
352
Columbus Macro
Pennsylvania
$1.12M -$158K -6,495 -13%
BWM
353
Benchmark Wealth Management
Connecticut
$1.12M – – –
RIM
354
Rockbridge Investment Management
New York
$1.12M +$25.9K +1,068 +2%
IFG
355
Independent Financial Group
California
$1.11M +$24.7K +1,020 +2%
MMHP
356
Murphy Middleton Hinkle & Parker
Georgia
$1.09M +$419K +17,265 +64%
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$1.08M – – –
NCM
358
Novare Capital Management
North Carolina
$1.08M +$184K +7,584 +21%
FAG
359
Financial Advisory Group
Texas
$1.07M -$168K -6,912 -14%
PWMAG
360
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M +$20.2K +834 +2%
CI
361
Cordant Inc
Oregon
$1.05M +$140K +5,766 +16%
AGA
362
Arkos Global Advisors
Texas
$1.04M -$25.5K -1,050 -2%
NA
363
NewEdge Advisors
Louisiana
$1.03M +$1M +41,352 New
AA
364
Alesco Advisors
New York
$1.01M -$115K -4,722 -10%
AC
365
Abbrea Capital
California
$991K -$43.7K -1,800 -4%
IWM
366
IHT Wealth Management
Illinois
$986K +$170K +6,999 +21%
MA
367
Modus Advisors
Minnesota
$985K +$59.7K +2,460 +7%
SQA
368
Simon Quick Advisors
New Jersey
$979K -$179K -7,371 -16%
APA
369
Allegiant Private Advisors
Florida
$976K +$620K +25,557 +186%
Lido Advisors
370
Lido Advisors
California
$964K +$37.2K +1,533 +4%
PCM
371
Parsons Capital Management
Rhode Island
$953K -$411K -16,926 -31%
BPM
372
Bowling Portfolio Management
Ohio
$941K -$25.8K -1,065 -3%
OFS
373
Oldfather Financial Services
Nebraska
$934K +$219K +9,024 +32%
CIR
374
Clear Investment Research
Georgia
$931K -$24K -990 -3%
NIM
375
Nicollet Investment Management
Minnesota
$928K +$159K +6,543 +21%