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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
426
Whitener Capital Management
North Carolina
$5K +$5.03K +264 New
GI
427
GS Investments
Minnesota
$4.06K
BAM
428
Barrett Asset Management
New York
$4K
BWA
429
Burt Wealth Advisors
Maryland
$4K
TDC
430
Thompson Davis & Co
Virginia
$4K
TCOV
431
Trust Company of Vermont
Vermont
$3K
SMFS
432
Squar Milner Financial Services
California
$2K
SFSG
433
Stearns Financial Services Group
North Carolina
$2K +$2K +105 New
FRA
434
Front Row Advisors
California
$416 +$20K +1,050 +5%
CF
435
Centaurus Financial
California
$235 -$231K -12,150 -100%
TA
436
TMD & Associates
Arizona
-$3.02M -165,333 Closed
KM
437
Kalos Management
Georgia
-$1.18M -62,124 Closed
UAS
438
United Asset Strategies
New York
-$560K -30,585 Closed
JP Morgan Chase
439
JP Morgan Chase
New York
-$275K -15,000 Closed
CIAS
440
Capital Investment Advisory Services
North Carolina
-$267K -14,592 Closed
SEI Investments
441
SEI Investments
Pennsylvania
-$257K -14,058 Closed
OC
442
Oarsman Capital
Wisconsin
-$202K -11,043 Closed
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
-$109K -5,946 Closed
PFA
444
Pathway Financial Advisors
Vermont
-$50K -2,718 Closed
KCPG
445
Kavar Capital Partners Group
Kansas
-$37K -2,046 Closed
BCA
446
Bay Colony Advisors
Massachusetts
-$36K -1,974 Closed
B
447
Bridgeworth
Alabama
-$25K -1,395 Closed
PO
448
Private Ocean
California
-$17.3K -906 -97%
CG
449
Cutler Group
California
-$5.72K -300 Closed
JA
450
JOYN Advisors
Georgia
-$1K -81 Closed