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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
401
C.M. Bidwell & Associates
Hawaii
$298K -$34.8K -1,860 -11%
PFA
402
Pathway Financial Advisors
Vermont
$293K +$281 +15 +0.1%
PI
403
Pachira Investments
California
$277K
PA
404
Paracle Advisors
Washington
$277K
SWM
405
Segment Wealth Management
Texas
$276K +$48K +2,568 +22%
PWMAG
406
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$40.1K +2,142 +17%
ZIM
407
Zacks Investment Management
Illinois
$272K -$17.6K -939 -6%
HCIA
408
Hochman Cole Investment Advisors
Illinois
$270K +$12.2K +651 +5%
CP
409
Camelot Portfolios
Ohio
$269K
NF
410
Nikulski Financial
Iowa
$269K
MWA
411
MFA Wealth Advisors
Pennsylvania
$266K -$2.38M -127,098 -90%
Northern Trust
412
Northern Trust
Illinois
$265K -$30.4K -1,626 -10%
DAS
413
Dynamic Advisor Solutions
Arizona
$261K -$79.7K -4,263 -24%
AWM
414
Apollon Wealth Management
South Carolina
$260K -$36.8K -1,965 -13%
SFG
415
SNS Financial Group
Minnesota
$259K +$254K +13,596 New
SB
416
Suntrust Banks
Georgia
$258K -$34K -1,818 -12%
Renaissance Technologies
417
Renaissance Technologies
New York
$257K +$253K +13,500 New
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$251K +$23K +1,230 +10%
LA
419
LexAurum Advisors
Kansas
$248K
SFG
420
SevenBridge Financial Group
Pennsylvania
$248K +$244K +13,026 New
PIM
421
Penobscot Investment Management
Massachusetts
$246K -$8.98K -480 -4%
SCA
422
Stillwater Capital Advisors
Pennsylvania
$246K
GA
423
Gateway Advisory
New Jersey
$239K -$1.29K -69 -0.5%
GWA
424
Guidant Wealth Advisors
Illinois
$237K
AP
425
Appleton Partners
Massachusetts
$235K +$231K +12,345 New