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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Prestige Wealth Management Group
New Jersey
$423K
RPCA
452
Running Point Capital Advisors
California
$420K +$385K +18,468 New
PCM
453
Pennsylvania Capital Management
Pennsylvania
$414K -$8.7K -417 -2%
RPA
454
Rock Point Advisors
Vermont
$411K
JWCA
455
J.W. Cole Advisors
Florida
$406K +$373K +17,874 New
WWM
456
Windsor Wealth Management
Indiana
$401K +$1.44K +69 +0.4%
PI
457
Pachira Investments
California
$395K
SF
458
Summit Financial
New Jersey
$395K +$362K +17,352 New
BCM
459
Boltwood Capital Management
California
$392K +$25K +1,200 +7%
DBRC
460
D.B. Root & Company
Pennsylvania
$391K -$63.8K -3,060 -15%
SFG
461
Sunburst Financial Group
Alabama
$390K
ACM
462
Armbruster Capital Management
New York
$387K -$18.1K -870 -5%
SIM
463
Sadoff Investment Management
Wisconsin
$384K -$246K -11,784 -41%
BFG
464
Bouchey Financial Group
New York
$376K +$125 +6 +0%
WDL
465
Well Done LLC
Michigan
$375K +$4.38K +210 +1%
OCM
466
Osterweis Capital Management
California
$374K
PNC Financial Services Group
467
PNC Financial Services Group
Pennsylvania
$371K -$75.5K -3,621 -18%
AllianceBernstein
468
AllianceBernstein
Tennessee
$370K
PAM
469
Peak Asset Management
Colorado
$365K
BA
470
Ballast Advisors
Minnesota
$364K -$149K -7,158 -31%
PPA
471
Parametric Portfolio Associates
Washington
$364K -$2.69K -129 -0.8%
Fidelity Investments
472
Fidelity Investments
Massachusetts
$356K -$3.5K -168 -1%
IAP
473
Indie Asset Partners
Indiana
$348K -$221K -10,602 -41%
ZIM
474
Zacks Investment Management
Illinois
$345K +$6.88K +330 +2%
BL
475
Balentine LLC
Georgia
$342K -$2.69K -129 -0.8%