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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$183K -$1.26K -96 -0.7%
S
102
SignatureFD
Georgia
$169K +$69.4K +5,271 +73%
WCM
103
Wealthcare Capital Management
Virginia
$148K -$23.8K -1,806 -14%
AIM
104
Acropolis Investment Management
Missouri
$128K – – –
WF
105
WealthTrust Fairport
Ohio
$126K +$435 +33 +0.4%
Creative Planning
106
Creative Planning
Kansas
$122K +$63.6K +4,827 +115%
HR
107
Howe & Rusling
New York
$112K – – –
MA
108
MCF Advisors
Kentucky
$112K +$18.9K +1,434 +21%
BRWA
109
B. Riley Wealth Advisors
Florida
$95K +$92.3K +7,008 New
CCS
110
Crosspoint Capital Strategies
California
$93K +$38.5K +2,922 +75%
PAI
111
Pittenger & Anderson Inc
Nebraska
$86K +$32.6K +2,475 +63%
CPIG
112
Chicago Partners Investment Group
Illinois
$76K +$74.2K +5,634 New
CDIA
113
Capital Directions Investment Advisors
Georgia
$75K – – –
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$72K -$21.7K -1,647 -24%
WCM
115
Westend Capital Management
California
$67K -$1.62K -123 -2%
UBS Group
116
UBS Group
Switzerland
$61K +$59.6K +4,524 New
MCM
117
Manchester Capital Management
Vermont
$47K – – –
WTB
118
Washington Trust Bank
Washington
$39K – – –
SIA
119
Stancorp Investment Advisers
Oregon
$38K +$37.1K +2,820 New
CFA
120
Camarda Financial Advisors
Florida
$26K +$25K +1,896 New
FPFS
121
First Personal Financial Services
North Carolina
$26K +$25.7K +1,950 New
NFG
122
Next Financial Group
Texas
$22K +$21K +1,596 New
NSIM
123
North Star Investment Management
Illinois
$16K – – –
RCG
124
Ruggie Capital Group
Florida
$15K +$14.2K +1,077 New
KCM
125
Karp Capital Management
California
$12K +$11.9K +900 New