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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGA
901
Fortis Group Advisors
New Jersey
$209K -$14.7K -427 -7%
CAL
902
Capital Analysts LLC
Pennsylvania
$208K – – –
PFC
903
Phocas Financial Corp
California
$208K +$194K +5,637 New
SWM
904
SHP Wealth Management
Massachusetts
$207K +$379 +11 +0.2%
PIM
905
Penobscot Investment Management
Massachusetts
$207K +$193K +5,610 New
PFA
906
Perryman Financial Advisory
Texas
$206K -$133K -3,873 -41%
MAG
907
Mayfair Advisory Group
Alabama
$205K +$202K +5,863 New
IF
908
Intrua Financial
Texas
$204K +$191K +5,546 New
KFI
909
Key Financial Inc
Pennsylvania
$204K +$15.6K +454 +9%
SSWM
910
Smith Salley Wealth Management
North Carolina
$204K +$190K +5,524 New
UW
911
Unique Wealth
Florida
$203K +$190K +5,514 New
PWW
912
Pettyjohn Wood & White
Virginia
$203K +$190K +5,508 New
DSC
913
Duncker Streett & Co
Missouri
$200K – – –
FG
914
Fairman Group
Pennsylvania
$191K +$241 +7 +0.1%
NG
915
NWK Group
California
$189K – – –
BONH
916
Bank of New Hampshire
New Hampshire
$189K – – –
AssetMark Inc
917
AssetMark Inc
California
$170K +$26.6K +772 +20%
DCM
918
Davis Capital Management
Florida
$170K – – –
RDFA
919
Ritter Daniher Financial Advisory
Ohio
$169K – – –
CT
920
Coastline Trust
Rhode Island
$159K – – –
S
921
SignatureFD
Georgia
$157K – – –
EA
922
Evolution Advisers
Virginia
$154K – – –
BF
923
BOK Financial
Oklahoma
$153K – – –
MAFA
924
MJT & Associates Financial Advisory
Minnesota
$146K – – –
PCM
925
Palouse Capital Management
Washington
$146K +$63.5K +1,845 +88%