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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
426
Next Financial Group
Texas
$233K +$229K +12,249 New
PL
427
Plancorp LLC
Missouri
$231K – – –
TPW
428
Tiller Private Wealth
Pennsylvania
$231K – – –
HIM
429
Harbour Investment Management
Washington
$229K +$225K +12,039 New
RW
430
REDW Wealth
New Mexico
$227K +$17.2K +921 +8%
BMM
431
Berkshire Money Management
Massachusetts
$226K +$6.17K +330 +3%
RWM
432
RBA Wealth Management
California
$225K +$9.09K +486 +4%
RBCM
433
Raub Brock Capital Management
California
$224K +$6.29K +336 +3%
LFS
434
Lutz Financial Services
Nebraska
$223K – – –
TF
435
Trek Financial
Arizona
$222K -$16.7K -894 -7%
PFPT
436
Pinnacle Financial Partners (Tennessee)
Tennessee
$221K – – –
RCC
437
Red Cedar Capital
Nebraska
$218K – – –
SPC
438
Sigma Planning Corp
Michigan
$218K +$214K +11,433 New
PCA
439
Personal Capital Advisors
California
$217K +$213K +11,400 New
CIC
440
Carnegie Investment Counsel
Ohio
$210K -$47.7K -2,550 -19%
DCM
441
Donaldson Capital Management
Indiana
$210K -$7.35K -393 -3%
SP
442
SWS Partners
Ohio
$207K +$202K +10,785 New
RFA
443
Reilly Financial Advisors
California
$185K -$15.2K -813 -8%
MWP
444
MYCIO Wealth Partners
Pennsylvania
$179K +$175K +9,381 New
RCA
445
Rowland Carmichael Advisors
Arizona
$160K -$8.14K -435 -5%
BFC
446
Bedel Financial Consulting
Indiana
$149K – – –
FHA
447
Flagship Harbor Advisors
Massachusetts
$148K -$11.2K -600 -7%
FCA
448
FinTrust Capital Advisors
South Carolina
$148K – – –
Fidelity Investments
449
Fidelity Investments
Massachusetts
$145K +$9.77K +522 +7%
SFSIG
450
San Francisco Sentry Investment Group
California
$145K +$10.7K +570 +8%