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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
SHP Wealth Management
Massachusetts
$207K +$379 +11 +0.2%
PIM
902
Penobscot Investment Management
Massachusetts
$207K +$193K +5,610 New
PFA
903
Perryman Financial Advisory
Texas
$206K -$133K -3,873 -41%
MAG
904
Mayfair Advisory Group
Alabama
$205K +$202K +5,863 New
IF
905
Intrua Financial
Texas
$204K +$191K +5,546 New
KFI
906
Key Financial Inc
Pennsylvania
$204K +$15.6K +454 +9%
SSWM
907
Smith Salley Wealth Management
North Carolina
$204K +$190K +5,524 New
UW
908
Unique Wealth
Florida
$203K +$190K +5,514 New
PWW
909
Pettyjohn Wood & White
Virginia
$203K +$190K +5,508 New
DSC
910
Duncker Streett & Co
Missouri
$200K
FG
911
Fairman Group
Pennsylvania
$191K +$241 +7 +0.1%
NG
912
NWK Group
California
$189K
BONH
913
Bank of New Hampshire
New Hampshire
$189K
AssetMark Inc
914
AssetMark Inc
California
$170K +$26.6K +772 +20%
DCM
915
Davis Capital Management
Florida
$170K
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$169K
CT
917
Coastline Trust
Rhode Island
$159K
S
918
SignatureFD
Georgia
$157K
EA
919
Evolution Advisers
Virginia
$154K
BF
920
BOK Financial
Oklahoma
$153K
MAFA
921
MJT & Associates Financial Advisory
Minnesota
$146K
PCM
922
Palouse Capital Management
Washington
$146K +$63.5K +1,845 +88%
SGK
923
Steigerwald Gordon & Koch
Virginia
$144K
Russell Investments Group
924
Russell Investments Group
United Kingdom
$141K +$29.9K +868 +29%
RMP
925
Richards, Merrill & Peterson
Washington
$141K