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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
101
Washington Trust Bank
Washington
$37K
NSIM
102
North Star Investment Management
Illinois
$15K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$11K -$25.2K -1,905 -70%
CG
104
Colony Group
Massachusetts
$10K
MFS
105
MSI Financial Services
Massachusetts
$10K
FANJ
106
Financial Architects (New Jersey)
New Jersey
$9K +$5.24K +396 +135%
VIA
107
Vantage Investment Advisors
Pennsylvania
$9K +$6.28K +474 +211%
SSG
108
Summit Securities Group
New York
$4K +$3.97K +300 New
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$3K +$2.3K +174 +181%
HCM
110
Horrell Capital Management
Arkansas
$2K
FMP
111
Financial Management Professionals
Texas
-$25M -1,861,479 Closed
PFG
112
Piershale Financial Group
Illinois
-$6.49M -483,957 Closed
BRWA
113
B. Riley Wealth Advisors
Florida
-$445K -66,777 Closed
HSA
114
HBK Sorce Advisory
Pennsylvania
-$494K -36,864 Closed
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
-$270K -20,100 Closed
RPGK
116
Retirement Planning Group (Kansas)
Kansas
-$223K -16,590 Closed
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
-$205K -15,300 Closed
KCPG
118
Kavar Capital Partners Group
Kansas
-$204K -15,204 Closed
WAM
119
Wallington Asset Management
Indiana
-$8K -600 Closed
AA
120
Apriem Advisors
California
-$199 -15 -56%