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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
451
Beaumont Financial Advisors
Massachusetts
$486K -$53.8K -2,217 -10%
APA
452
American Portfolios Advisors
New York
$485K +$295K +12,150 +164%
CGFA
453
Colton Groome Financial Advisors
North Carolina
$484K -$71.4K -2,943 -13%
RPCA
454
Running Point Capital Advisors
California
$484K +$25.5K +1,050 +6%
PNC Financial Services Group
455
PNC Financial Services Group
Pennsylvania
$482K +$76K +3,132 +19%
PWM
456
Praetorian Wealth Management
California
$479K -$30.3K -1,248 -6%
TC
457
Telemus Capital
Michigan
$475K -$9.75K -402 -2%
ACA
458
Ascension Capital Advisors
Texas
$472K -$8.88K -366 -2%
SFG
459
SevenBridge Financial Group
Pennsylvania
$467K -$2.04K -84 -0.4%
G
460
Gainplan
Michigan
$466K -$24.7K -1,020 -5%
MWM
461
MBE Wealth Management
Wisconsin
$466K
BL
462
BCWM LLC
Kansas
$451K +$441K +18,195 New
PWMG
463
Prestige Wealth Management Group
New Jersey
$445K -$15.5K -639 -3%
FC
464
Ferris Capital
Massachusetts
$444K -$54.7K -2,256 -11%
LNB
465
Ledyard National Bank
$442K -$42.6K -1,758 -9%
PP
466
Pegasus Partners
Wisconsin
$439K +$429K +17,700 New
RPA
467
Rock Point Advisors
Vermont
$435K -$14.2K -585 -3%
IC
468
IEQ Capital
California
$435K +$426K +17,550 New
BCM
469
Boltwood Capital Management
California
$434K +$6.19K +255 +1%
PCM
470
Pennsylvania Capital Management
Pennsylvania
$433K
WDL
471
Well Done LLC
Michigan
$432K +$21.8K +900 +5%
PI
472
Pachira Investments
California
$431K
CCM
473
Crew Capital Management
Ohio
$428K +$419K +17,256 New
DBRC
474
D.B. Root & Company
Pennsylvania
$427K +$146 +6 +0%
SFG
475
Sunburst Financial Group
Alabama
$426K