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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Benchmark Wealth Management
Connecticut
$1.12M
RIM
352
Rockbridge Investment Management
New York
$1.12M +$25.9K +1,068 +2%
IFG
353
Independent Financial Group
California
$1.11M +$24.7K +1,020 +2%
MMHP
354
Murphy Middleton Hinkle & Parker
Georgia
$1.09M +$419K +17,265 +64%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$1.08M
NCM
356
Novare Capital Management
North Carolina
$1.08M +$184K +7,584 +21%
FAG
357
Financial Advisory Group
Texas
$1.07M -$168K -6,912 -14%
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M +$20.2K +834 +2%
CI
359
Cordant Inc
Oregon
$1.05M +$140K +5,766 +16%
AGA
360
Arkos Global Advisors
Texas
$1.04M -$25.5K -1,050 -2%
NA
361
NewEdge Advisors
Louisiana
$1.03M +$1M +41,352 New
AA
362
Alesco Advisors
New York
$1.01M -$115K -4,722 -10%
AC
363
Abbrea Capital
California
$991K -$43.7K -1,800 -4%
IWM
364
IHT Wealth Management
Illinois
$986K +$170K +6,999 +21%
MA
365
Modus Advisors
Minnesota
$985K +$59.7K +2,460 +7%
SQA
366
Simon Quick Advisors
New Jersey
$979K -$179K -7,371 -16%
APA
367
Allegiant Private Advisors
Florida
$976K +$620K +25,557 +186%
Lido Advisors
368
Lido Advisors
California
$964K +$37.2K +1,533 +4%
PCM
369
Parsons Capital Management
Rhode Island
$953K -$411K -16,926 -31%
BPM
370
Bowling Portfolio Management
Ohio
$941K -$25.8K -1,065 -3%
OFS
371
Oldfather Financial Services
Nebraska
$934K +$219K +9,024 +32%
CIR
372
Clear Investment Research
Georgia
$931K -$24K -990 -3%
NIM
373
Nicollet Investment Management
Minnesota
$928K +$159K +6,543 +21%
SPC
374
Sigma Planning Corp
Michigan
$924K +$49.6K +2,046 +6%
SWA
375
Stratos Wealth Advisors
Ohio
$922K -$85.3K -3,516 -9%