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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Ackerman Capital Advisors
Texas
$229K +$221K +11,403 New
BMM
502
Berkshire Money Management
Massachusetts
$227K +$9.06K +468 +4%
GA
503
Gateway Advisory
New Jersey
$224K
FC
504
Fusion Capital
South Carolina
$223K +$216K +11,142 New
RWM
505
RBA Wealth Management
California
$222K -$8.02K -414 -4%
CCA
506
Column Capital Advisors
Indiana
$222K +$214K +11,076 New
DCM
507
Donaldson Capital Management
Indiana
$221K
AWM
508
Apollon Wealth Management
South Carolina
$220K +$116 +6 +0.1%
William Blair & Company
509
William Blair & Company
Illinois
$219K +$195K +10,092 +1,251%
KP
510
Keel Point
Alabama
$217K -$18.9K -978 -8%
RWM
511
Ritholtz Wealth Management
New York
$213K -$8.13K -420 -4%
PWS
512
Peloton Wealth Strategists
Indiana
$213K +$205K +10,599 New
RG
513
Retirement Group
California
$213K +$206K +10,644 New
SFG
514
SNS Financial Group
Minnesota
$210K -$58.4K -3,018 -22%
Fidelity Investments
515
Fidelity Investments
Massachusetts
$210K +$32.5K +1,677 +19%
MCP
516
Mirador Capital Partners
California
$207K +$199K +10,302 New
Bank of New York Mellon
517
Bank of New York Mellon
New York
$205K -$242K -12,486 -55%
MWM
518
MBE Wealth Management
Wisconsin
$205K +$199K +10,263 New
GF
519
Goodman Financial
Texas
$202K +$195K +10,065 New
CBFP
520
Cedar Brook Financial Partners
Ohio
$201K -$29.2K -1,509 -13%
RW
521
REDW Wealth
New Mexico
$200K -$32.5K -1,677 -14%
RFA
522
Reilly Financial Advisors
California
$197K -$12.1K -624 -6%
Bank of Montreal
523
Bank of Montreal
Ontario, Canada
$197K +$55.1K +2,844 +41%
MWP
524
MYCIO Wealth Partners
Pennsylvania
$189K +$1.34K +69 +0.7%
CAGAS
525
Capital Advisory Group Advisory Services
Minnesota
$189K +$182K +9,381 New