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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Aspen Investment Management
Michigan
$561K +$2.27K +87 +0.4%
CNFG
452
Creegan & Nassoura Financial Group
New Hampshire
$558K
KM
453
Kalos Management
Georgia
$551K +$520K +19,884 New
HTC
454
Haverford Trust Company
Pennsylvania
$550K -$33.2K -1,269 -6%
SCM
455
Stordahl Capital Management
Colorado
$545K
DAS
456
Dynamic Advisor Solutions
Arizona
$525K +$25.7K +984 +5%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$523K -$406K -15,549 -43%
PNC Financial Services Group
458
PNC Financial Services Group
Pennsylvania
$523K +$63.2K +2,418 +13%
AIM
459
Avity Investment Management
Connecticut
$519K
SC
460
Savant Capital
Illinois
$519K +$530K +20,298 New
AIP
461
Almanack Investment Partners
Pennsylvania
$516K +$528K +20,196 New
CAG
462
Compass Advisory Group
New York
$514K +$549 +21 +0.1%
PAS
463
Park Avenue Securities
New York
$508K +$125K +4,782 +32%
APA
464
American Portfolios Advisors
New York
$506K
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K
HWMA
466
Heritage Wealth Management (Arizona)
Arizona
$502K -$336K -12,879 -40%
RPCA
467
Running Point Capital Advisors
California
$499K +$78 +3 +0%
CIAS
468
Capital Investment Advisory Services
North Carolina
$481K -$411K -15,723 -46%
BFA
469
Beaumont Financial Advisors
Massachusetts
$479K
MWM
470
MBE Wealth Management
Wisconsin
$473K
PWM
471
Praetorian Wealth Management
California
$471K -$470 -18 -0.1%
TC
472
Telemus Capital
Michigan
$469K +$314 +12 +0.1%
WDL
473
Well Done LLC
Michigan
$468K +$14K +534 +3%
OPS
474
Orion Portfolio Solutions
Nebraska
$462K +$118K +4,524 +33%
PWMG
475
Prestige Wealth Management Group
New Jersey
$459K +$23.5K +900 +5%