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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$576K -$45.4K -3,597 -8%
Citadel Advisors
102
Citadel Advisors
Florida
$554K +$516K +40,899 New
Jane Street
103
Jane Street
New York
$538K -$1.01M -79,812 -67%
IFS
104
Ifrah Financial Services
Arkansas
$538K -$27K -2,136 -5%
CWM
105
Confluence Wealth Management
Oregon
$526K +$101K +8,028 +26%
Brown Advisory
106
Brown Advisory
Maryland
$520K
AIA
107
Allegis Investment Advisors
Idaho
$516K +$17.3K +1,368 +4%
ACM
108
Armbruster Capital Management
New York
$508K +$347K +27,525 +275%
BPM
109
Bowling Portfolio Management
Ohio
$497K +$5.45K +432 +1%
PWM
110
Perigon Wealth Management
California
$481K -$46.8K -3,711 -9%
PFM
111
Phillips Financial Management
Indiana
$479K +$445K +35,295 New
MCM
112
Mengis Capital Management
Oregon
$476K -$151K -12,003 -25%
SIA
113
Starfire Investment Advisers
Michigan
$467K +$42.1K +3,339 +11%
SGAM
114
Steinberg Global Asset Management
Florida
$455K +$14.4K +1,140 +4%
AAS
115
Annex Advisory Services
Wisconsin
$452K -$5.72K -453 -1%
EK
116
Evensky & Katz
Florida
$445K -$30.5K -2,415 -7%
SLF
117
Sun Life Financial
Ontario, Canada
$435K -$406K -32,175 -50%
RWA
118
River Wealth Advisors
Pennsylvania
$431K +$402K +31,863 New
FC
119
FCA Corp
Texas
$424K +$11.4K +900 +3%
MFS
120
MSI Financial Services
Massachusetts
$414K +$149K +11,805 +63%
RFA
121
Reilly Financial Advisors
California
$392K +$113K +8,946 +45%
FAAS
122
First Allied Advisory Services
California
$390K +$361K +28,608 New
MIAN
123
Mariner Independent Advisor Network
Kansas
$377K -$162K -12,858 -19%
Mariner
124
Mariner
Kansas
$374K
BRWA
125
B. Riley Wealth Advisors
Florida
$370K +$69.6K +5,517 +25%