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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
426
Macroview Investment Management
Maryland
$5K +$3.26K +171 +158%
WCM
427
Whitener Capital Management
North Carolina
$5K +$5.03K +264 New
GI
428
GS Investments
Minnesota
$4.06K – – –
BAM
429
Barrett Asset Management
New York
$4K – – –
BWA
430
Burt Wealth Advisors
Maryland
$4K – – –
TDC
431
Thompson Davis & Co
Virginia
$4K – – –
TCOV
432
Trust Company of Vermont
Vermont
$3K – – –
SMFS
433
Squar Milner Financial Services
California
$2K – – –
SFSG
434
Stearns Financial Services Group
North Carolina
$2K +$2K +105 New
TA
435
TMD & Associates
Arizona
– -$3.02M -165,333 Closed
KM
436
Kalos Management
Georgia
– -$1.18M -62,124 Closed
UAS
437
United Asset Strategies
New York
– -$560K -30,585 Closed
JP Morgan Chase
438
JP Morgan Chase
New York
– -$275K -15,000 Closed
CIAS
439
Capital Investment Advisory Services
North Carolina
– -$267K -14,592 Closed
SEI Investments
440
SEI Investments
Pennsylvania
– -$257K -14,058 Closed
OC
441
Oarsman Capital
Wisconsin
– -$202K -11,043 Closed
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
– -$109K -5,946 Closed
PFA
443
Pathway Financial Advisors
Vermont
– -$50K -2,718 Closed
KCPG
444
Kavar Capital Partners Group
Kansas
– -$37K -2,046 Closed
BCA
445
Bay Colony Advisors
Massachusetts
– -$36K -1,974 Closed
B
446
Bridgeworth
Alabama
– -$25K -1,395 Closed
PO
447
Private Ocean
California
– -$17.3K -906 -97%
CG
448
Cutler Group
California
– -$5.72K -300 Closed
JA
449
JOYN Advisors
Georgia
– -$1K -81 Closed