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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
401
Spectrum Management Group
Indiana
$6K – – –
WEC
402
Winslow Evans & Crocker
Massachusetts
$6K – – –
CG
403
Cutler Group
California
$5K +$5.43K +300 New
BAM
404
Barrett Asset Management
New York
$4K – – –
BWA
405
Burt Wealth Advisors
Maryland
$4K – – –
TDC
406
Thompson Davis & Co
Virginia
$4K +$3.8K +210 New
GI
407
GS Investments
Minnesota
$3.84K +$488 +27 +15%
TCOV
408
Trust Company of Vermont
Vermont
$3K – – –
JFA
409
JNBA Financial Advisors
Minnesota
$3K +$3.09K +171 New
MIM
410
Macroview Investment Management
Maryland
$2K +$1.95K +108 New
SMFS
411
Squar Milner Financial Services
California
$2K +$2.23K +123 New
JA
412
JOYN Advisors
Georgia
$1K +$1.47K +81 New
Citadel Advisors
413
Citadel Advisors
Florida
– -$2.95M -167,127 Closed
FPCG
414
Fort Pitt Capital Group
Pennsylvania
– -$1.35M -76,557 Closed
SCA
415
Snowden Capital Advisors
New York
– -$889K -50,460 Closed
APP
416
Avantax Planning Partners
Iowa
– -$741K -42,018 Closed
STA
417
Summit Trail Advisors
New York
– -$503K -27,774 Closed
NP
418
NorthRock Partners
Minnesota
– -$251K -14,136 Closed
DY
419
Dowling & Yahnke
California
– -$236K -13,371 Closed
AIS
420
Accurate Investment Solutions
Pennsylvania
– -$185K -10,500 Closed
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
– -$169K -9,846 Closed
SWP
422
Stratos Wealth Partners
Ohio
– -$104K -5,880 Closed
Parallax Volatility Advisers
423
Parallax Volatility Advisers
California
– -$16.8K -930 -100%
IWM
424
IHT Wealth Management
Illinois
– -$11K -633 Closed
CA
425
Crewe Advisors
Utah
– -$7K -402 Closed