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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PLFAM
101
Pineno Levin & Ford Asset Management
Virginia
$706K +$48.8K +3,540 +8%
FA
102
Fagan Associates
New York
$695K +$30.4K +2,208 +5%
CCA
103
Clearwater Capital Advisors
Illinois
$672K +$663K +48,111 New
MIAN
104
Mariner Independent Advisor Network
Kansas
$661K -$101K -7,305 -13%
ACM
105
Argentus Capital Management
Texas
$646K -$227K -16,482 -26%
AIM
106
Avity Investment Management
Connecticut
$627K -$19.6K -1,425 -3%
BC
107
Bartlett & Co
Ohio
$627K +$10.8K +780 +2%
GHA
108
GW Henssler & Associates
Georgia
$598K -$72.7K -5,277 -11%
FC
109
FCA Corp
Texas
$587K +$146K +10,587 +34%
BFPW
110
BOK Financial Private Wealth
Colorado
$587K +$577K +41,883 New
SIA
111
Starfire Investment Advisers
Michigan
$579K +$94.2K +6,834 +20%
CWM
112
Confluence Wealth Management
Oregon
$565K +$19.6K +1,422 +4%
Millennium Management
113
Millennium Management
New York
$562K +$553K +40,098 New
IFS
114
Ifrah Financial Services
Arkansas
$551K -$5.09K -369 -0.9%
Brown Advisory
115
Brown Advisory
Maryland
$538K
Creative Planning
116
Creative Planning
Kansas
$531K +$301K +21,837 +136%
PFM
117
Phillips Financial Management
Indiana
$528K +$18.9K +1,368 +4%
SGAM
118
Steinberg Global Asset Management
Florida
$525K +$53.1K +3,855 +11%
PWM
119
Perigon Wealth Management
California
$523K +$24.7K +1,791 +5%
ACM
120
Armbruster Capital Management
New York
$514K -$11K -795 -2%
MCM
121
Mengis Capital Management
Oregon
$507K +$13.9K +1,011 +3%
BPM
122
Bowling Portfolio Management
Ohio
$506K -$8.27K -600 -2%
AIA
123
Allegis Investment Advisors
Idaho
$500K -$26K -1,887 -5%
SLF
124
Sun Life Financial
Ontario, Canada
$468K +$17.1K +1,242 +4%
AAS
125
Annex Advisory Services
Wisconsin
$466K -$1.24K -90 -0.3%