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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
401
Ruggie Capital Group
Florida
$27K +$15.2K +798 +130%
AWM
402
AllSquare Wealth Management
New York
$26K
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$25.1K +1,317 New
WAS
404
WESPAC Advisors SoCal
California
$23K
SIAP
405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$12.9K +678 +151%
FPFS
406
First Personal Financial Services
North Carolina
$20K -$10K -525 -34%
NSIM
407
North Star Investment Management
Illinois
$16K
CFGS
408
Concourse Financial Group Securities
Alabama
$16K +$16K +840 New
HDIM
409
Hanson & Doremus Investment Management
Vermont
$15K -$29.7K -1,557 -66%
William Blair & Company
410
William Blair & Company
Illinois
$15K -$20.1K -1,056 -58%
BWP
411
Baldwin Wealth Partners
Massachusetts
$13K
CB
412
CNB Bank
Pennsylvania
$13K
VIA
413
Vantage Investment Advisors
Pennsylvania
$13K +$229 +12 +2%
LFG
414
LifePlan Financial Group
Ohio
$12K +$11.6K +609 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$11K +$11.1K +582 New
ME
416
McIlrath & Eck
Washington
$10K
1IA
417
1834 Investment Advisors
Wisconsin
$9K
TL
418
TrueWealth LLC
Georgia
$9K
HCM
419
Horrell Capital Management
Arkansas
$7K
RBC
420
Roble Belko & Company
Pennsylvania
$7K
FMP
421
Financial Management Professionals
Texas
$6K
SMG
422
Spectrum Management Group
Indiana
$6K
WEC
423
Winslow Evans & Crocker
Massachusetts
$6K
RCAG
424
Rehmann Capital Advisory Group
Michigan
$5.61K -$67.9K -3,564 -92%
MIM
425
Macroview Investment Management
Maryland
$5K +$3.26K +171 +158%