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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
426
Phillips Financial Management
Indiana
$1.31M -$333K -11,170 -20%
Lazard Asset Management
427
Lazard Asset Management
New York
$1.3M
ECM
428
Evergreen Capital Management
Washington
$1.26M
FIA
429
Foundations Investment Advisors
Arizona
$1.26M -$45K -1,510 -3%
FTUS
430
Flow Traders U.S.
New York
$1.25M +$1.24M +41,494 New
WA
431
WP Advisors
California
$1.24M +$5.37K +180 +0.4%
AAP
432
Arax Advisory Partners
Colorado
$1.24M +$1.23M +41,170 New
ATI
433
ARK & TLK Investments
Oklahoma
$1.23M
SIC
434
Sigma Investment Counselors
Michigan
$1.22M -$14.2K -476 -1%
SPP
435
Single Point Partners
Massachusetts
$1.22M +$28.2K +946 +2%
FA
436
FF Advisors
California
$1.22M -$1.31K -44 -0.1%
STA
437
Summit Trail Advisors
New York
$1.2M
CIR
438
Clear Investment Research
Georgia
$1.2M -$1.37K -46 -0.1%
GIA
439
GHP Investment Advisors
Colorado
$1.2M +$3.25K +109 +0.3%
WMWM
440
Wilkins Miller Wealth Management
Alabama
$1.19M +$159K +5,345 +16%
NGA
441
Naples Global Advisors
Florida
$1.19M +$44.3K +1,486 +4%
FPF
442
First Pacific Financial
Washington
$1.19M -$26.2K -879 -2%
Vanguard Personalized Indexing Management
443
Vanguard Personalized Indexing Management
California
$1.19M
William Blair & Company
444
William Blair & Company
Illinois
$1.18M -$6.26K -210 -0.5%
SAM
445
Sawgrass Asset Management
Florida
$1.18M +$7.75K +260 +0.7%
BFG
446
Bouchey Financial Group
New York
$1.17M
HI
447
Harbour Investments
Wisconsin
$1.16M -$24K -804 -2%
IWP
448
IAG Wealth Partners
Wisconsin
$1.16M -$17.8K -598 -2%
AAS
449
Ameritas Advisory Services
Nebraska
$1.16M -$833K -27,948 -42%
AC
450
AlphaCore Capital
California
$1.16M +$576K +19,323 +101%