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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
651
Rockefeller Capital Management
New York
$26K -$3.76K -144 -12%
SAM
652
Strategic Asset Management
Minnesota
$26K +$26.3K +1,008 New
HFA
653
HC Financial Advisors
California
$24K +$78 +3 +0.3%
LCM
654
Logan Capital Management
Pennsylvania
$23K – – –
PO
655
Private Ocean
California
$22K – – –
ME
656
McIlrath & Eck
Washington
$21K – – –
AAP
657
Arax Advisory Partners
Colorado
$20K -$4.55K -174 -19%
LDFR
658
Lehman & Derafelo Financial Resources
Pennsylvania
$19K – – –
GIA
659
Goodwin Investment Advisory
Georgia
$18K – – –
NFSG
660
Newbridge Financial Services Group
Florida
$18K – – –
PIP
661
Peachtree Investment Partners
Florida
$17K -$1.88K -72 -10%
KFI
662
Key Financial Inc
Pennsylvania
$17K – – –
JFA
663
JNBA Financial Advisors
Minnesota
$16K – – –
BFG
664
Baron Financial Group
New Jersey
$15.3K – – –
AF
665
Allworth Financial
California
$14K +$10.7K +408 +272%
GKWIM
666
Gerber Kawasaki Wealth & Investment Management
California
$13K +$13.6K +522 New
TPCW
667
TD Private Client Wealth
New York
$11K – – –
Citigroup
668
Citigroup
New York
$11K -$39.9K -1,527 -79%
GWS
669
Glassman Wealth Services
Virginia
$11K – – –
AW
670
Avion Wealth
Texas
$10K +$10.3K +393 New
FFA
671
Founders Financial Alliance
North Carolina
$9K – – –
HCM
672
Horrell Capital Management
Arkansas
$9K – – –
PMFA
673
Plante Moran Financial Advisors
Michigan
$9K – – –
SCA
674
Stonebridge Capital Advisors
Minnesota
$9K – – –
1IA
675
1834 Investment Advisors
Wisconsin
$7K – – –