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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
376
BlackRock
New York
$31K – – –
FPFS
377
First Personal Financial Services
North Carolina
$29K – – –
PA
378
Parallel Advisors
California
$28K +$18.4K +1,020 +184%
CMBA
379
C.M. Bidwell & Associates
Hawaii
$26K -$21.4K -1,185 -46%
AWM
380
AllSquare Wealth Management
New York
$25K – – –
B
381
Bridgeworth
Alabama
$25K +$25.2K +1,395 New
FHA
382
First Horizon Advisors
Tennessee
$21K +$20.3K +1,125 New
ADL
383
Asset Dedication LLC
California
$20K +$19.3K +1,068 New
PWAG
384
Polaris Wealth Advisory Group
California
$19K -$8.09K -447 -30%
PO
385
Private Ocean
California
$17K -$8.25K -456 -33%
NSIM
386
North Star Investment Management
Illinois
$15K – – –
HDIM
387
Hanson & Doremus Investment Management
Vermont
$14K +$42.4K +2,346 New
BWP
388
Baldwin Wealth Partners
Massachusetts
$13K – – –
CB
389
CNB Bank
Pennsylvania
$12K – – –
HI
390
Hudock Inc
Pennsylvania
$12K – – –
VIA
391
Vantage Investment Advisors
Pennsylvania
$12K +$271 +15 +2%
RCG
392
Ruggie Capital Group
Florida
$11K -$48.2K -2,664 -81%
ME
393
McIlrath & Eck
Washington
$9K – – –
TL
394
TrueWealth LLC
Georgia
$9K – – –
1IA
395
1834 Investment Advisors
Wisconsin
$8K – – –
SIAP
396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K – – –
CFD
397
Creative Financial Designs
Indiana
$7K – – –
HCM
398
Horrell Capital Management
Arkansas
$7K – – –
FMP
399
Financial Management Professionals
Texas
$6K – – –
RBC
400
Roble Belko & Company
Pennsylvania
$6K – – –