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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
626
CIBC Private Wealth Group
Georgia
$209K -$137K -5,466 -40%
WCFA
627
Walkner Condon Financial Advisors
Wisconsin
$205K -$160K -6,372 -44%
NCM
628
Next Capital Management
New York
$204K -$72.7K -2,901 -26%
FMN
629
Financial Management Network
California
$203K +$677 +27 +0.3%
AWA
630
Arete Wealth Advisors
Illinois
$202K
SI
631
Shaker Investments
Ohio
$201K +$226 +9 +0.1%
B
632
Bellecapital
Switzerland
$200K
FM
633
Family Management
New York
$200K
DSC
634
Duncker Streett & Co
Missouri
$200K +$301 +12 +0.2%
US Bancorp
635
US Bancorp
Minnesota
$196K +$7.52K +300 +4%
EWM
636
Evermay Wealth Management
Virginia
$192K
NG
637
NWK Group
California
$189K
OSAM
638
O'Shaughnessy Asset Management
Connecticut
$188K +$30.8K +1,230 +20%
RDFA
639
Ritter Daniher Financial Advisory
Ohio
$174K -$28.7K -1,146 -14%
SSB
640
Sandy Spring Bank
Maryland
$171K +$301 +12 +0.2%
CT
641
Caldwell Trust
Florida
$171K
CAL
642
Capital Advisors Ltd
Ohio
$160K +$14.7K +585 +10%
FCT
643
First Community Trust
Iowa
$159K
NIC
644
Northwest Investment Counselors
Oregon
$156K +$226 +9 +0.1%
Bessemer Group
645
Bessemer Group
New Jersey
$152K +$99.9K +3,987 +200%
KSWA
646
Kathleen S. Wright Associates
Pennsylvania
$146K +$51.8K +2,067 +56%
WT
647
Whittier Trust
California
$139K +$95.5K +3,810 +224%
CDIA
648
Capital Directions Investment Advisors
Georgia
$134K +$133K +5,304 New
CIM
649
Contravisory Investment Management
Massachusetts
$132K +$6.54K +261 +5%
LFG
650
Larson Financial Group
Missouri
$129K +$4.29K +171 +3%