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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wealthcare Capital Management
Virginia
$148K -$23.8K -1,806 -14%
AIM
102
Acropolis Investment Management
Missouri
$128K
WF
103
WealthTrust Fairport
Ohio
$126K +$435 +33 +0.4%
Creative Planning
104
Creative Planning
Kansas
$122K +$63.6K +4,827 +115%
HR
105
Howe & Rusling
New York
$112K
MA
106
MCF Advisors
Kentucky
$112K +$18.9K +1,434 +21%
CCS
107
Crosspoint Capital Strategies
California
$93K +$38.5K +2,922 +75%
PAI
108
Pittenger & Anderson Inc
Nebraska
$86K +$32.6K +2,475 +63%
CPIG
109
Chicago Partners Investment Group
Illinois
$76K +$74.2K +5,634 New
CDIA
110
Capital Directions Investment Advisors
Georgia
$75K
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$72K -$21.7K -1,647 -24%
WCM
112
Westend Capital Management
California
$67K -$1.62K -123 -2%
UBS Group
113
UBS Group
Switzerland
$61K +$59.6K +4,524 New
MCM
114
Manchester Capital Management
Vermont
$47K
WTB
115
Washington Trust Bank
Washington
$39K
SIA
116
Stancorp Investment Advisers
Oregon
$38K +$37.1K +2,820 New
CFA
117
Camarda Financial Advisors
Florida
$26K +$25K +1,896 New
FPFS
118
First Personal Financial Services
North Carolina
$26K +$25.7K +1,950 New
NFG
119
Next Financial Group
Texas
$22K +$21K +1,596 New
NSIM
120
North Star Investment Management
Illinois
$16K
RCG
121
Ruggie Capital Group
Florida
$15K +$14.2K +1,077 New
KCM
122
Karp Capital Management
California
$12K +$11.9K +900 New
TSW
123
Thompson Siegel & Walmsley
Virginia
$12K +$11.9K +900 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$11K
FANJ
125
Financial Architects (New Jersey)
New Jersey
$11K +$1.98K +150 +22%