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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$943K -$8.16K -633 -0.9%
LPL Financial
52
LPL Financial
California
$886K +$394K +30,594 +86%
IFS
53
Ifrah Financial Services
Arkansas
$799K -$111K -8,580 -13%
AFG
54
Arkansas Financial Group
Arkansas
$794K
AIM
55
Avity Investment Management
Connecticut
$783K +$193 +15 +0%
EMA
56
Efficient Market Advisors
California
$777K +$43.6K +3,381 +6%
Morgan Stanley
57
Morgan Stanley
New York
$768K -$644K -50,001 -47%
PLFAM
58
Pineno Levin & Ford Asset Management
Virginia
$672K +$7.93K +615 +1%
AA
59
Alesco Advisors
New York
$645K +$5.72K +444 +0.9%
HIC
60
Hartline Investment Corp
Illinois
$616K -$34.8K -2,700 -6%
KIA
61
KCM Investment Advisors
California
$615K +$5.03K +390 +0.9%
VC
62
Vicus Capital
Pennsylvania
$599K +$575K +44,622 New
WCM
63
Wisconsin Capital Management
Wisconsin
$595K +$11.6K +900 +2%
Brown Advisory
64
Brown Advisory
Maryland
$590K
SFG
65
Sage Financial Group
Pennsylvania
$556K +$1.93K +150 +0.4%
AAS
66
Annex Advisory Services
Wisconsin
$529K +$13.1K +1,017 +3%
HSA
67
HBK Sorce Advisory
Pennsylvania
$494K -$168K -13,020 -26%
CWM
68
Concert Wealth Management
California
$472K +$474K +36,786 New
Mariner
69
Mariner
Kansas
$459K +$441K +34,254 New
MCC
70
Mid Continent Capital
Illinois
$456K +$155K +12,030 +55%
BRWA
71
B. Riley Wealth Advisors
Florida
$445K +$324K +25,128 +60%
Ameriprise
72
Ameriprise
Minnesota
$385K -$31.3K -2,430 -8%
PWM
73
Perigon Wealth Management
California
$363K +$348K +27,033 New
BPM
74
Bowling Portfolio Management
Ohio
$328K +$64.3K +4,986 +26%
GCA
75
Greenwood Capital Associates
South Carolina
$305K +$63.8K +4,950 +28%