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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
376
Spectrum Management Group
Indiana
$6K -$9.16K -510 -62%
HCM
377
Horrell Capital Management
Arkansas
$6K – – –
RBC
378
Roble Belko & Company
Pennsylvania
$6K – – –
WEC
379
Winslow Evans & Crocker
Massachusetts
$5.29K – – –
FMP
380
Financial Management Professionals
Texas
$5K – – –
BAM
381
Barrett Asset Management
New York
$4K – – –
BWA
382
Burt Wealth Advisors
Maryland
$4K – – –
WCM
383
Whitener Capital Management
North Carolina
$4K +$701 +39 +20%
GI
384
GS Investments
Minnesota
$3.23K – – –
DSN
385
D. Scott Neal
Kentucky
$3K -$1M -55,929 -100%
TCOV
386
Trust Company of Vermont
Vermont
$3K – – –
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.34K +186 New
SLF
388
Sun Life Financial
Ontario, Canada
$2.38K -$121K -6,747 -95%
SI
389
SII Investments
Wisconsin
– -$2.38M -134,379 Closed
KM
390
Kalos Management
Georgia
– -$559K -32,289 Closed
BL
391
BCWM LLC
Kansas
– -$500K -28,143 Closed
A
392
AdvicePeriod
California
– -$483K -27,219 Closed
BL
393
Balentine LLC
Georgia
– -$375K -21,093 Closed
Janney Montgomery Scott
394
Janney Montgomery Scott
Pennsylvania
– -$265K -14,940 Closed
BFPW
395
BOK Financial Private Wealth
Colorado
– -$260K -14,652 Closed
EWA
396
EP Wealth Advisors
California
– -$242K -13,650 Closed
BWP
397
BSW Wealth Partners
Colorado
– -$230K -12,939 Closed
DADC
398
D.A. Davidson & Co
Montana
– -$227K -12,768 Closed
PSUF
399
People's United Financial
Connecticut
– -$225K -12,678 Closed
Cerity Partners
400
Cerity Partners
New York
– -$213K -11,970 Closed