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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
401
Asset Dedication LLC
California
$27K +$5.72K +300 +28%
RCG
402
Ruggie Capital Group
Florida
$27K +$15.2K +798 +130%
AWM
403
AllSquare Wealth Management
New York
$26K – – –
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$25.1K +1,317 New
WAS
405
WESPAC Advisors SoCal
California
$23K – – –
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K +$12.9K +678 +151%
FPFS
407
First Personal Financial Services
North Carolina
$20K -$10K -525 -34%
NSIM
408
North Star Investment Management
Illinois
$16K – – –
CFGS
409
Concourse Financial Group Securities
Alabama
$16K +$16K +840 New
HDIM
410
Hanson & Doremus Investment Management
Vermont
$15K -$29.7K -1,557 -66%
William Blair & Company
411
William Blair & Company
Illinois
$15K -$20.1K -1,056 -58%
BWP
412
Baldwin Wealth Partners
Massachusetts
$13K – – –
CB
413
CNB Bank
Pennsylvania
$13K – – –
VIA
414
Vantage Investment Advisors
Pennsylvania
$13K +$229 +12 +2%
LFG
415
LifePlan Financial Group
Ohio
$12K +$11.6K +609 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$11K +$11.1K +582 New
ME
417
McIlrath & Eck
Washington
$10K – – –
1IA
418
1834 Investment Advisors
Wisconsin
$9K – – –
TL
419
TrueWealth LLC
Georgia
$9K – – –
HCM
420
Horrell Capital Management
Arkansas
$7K – – –
RBC
421
Roble Belko & Company
Pennsylvania
$7K – – –
FMP
422
Financial Management Professionals
Texas
$6K – – –
SMG
423
Spectrum Management Group
Indiana
$6K – – –
WEC
424
Winslow Evans & Crocker
Massachusetts
$6K – – –
RCAG
425
Rehmann Capital Advisory Group
Michigan
$5.61K -$67.9K -3,564 -92%