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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
126
Chicago Partners Investment Group
Illinois
$81K +$4.86K +348 +6%
AllianceBernstein
127
AllianceBernstein
Tennessee
$69K +$67.3K +4,821 New
WCM
128
Westend Capital Management
California
$65K -$5.86K -420 -9%
CDIA
129
Capital Directions Investment Advisors
Georgia
$63K -$13.8K -990 -18%
PAI
130
Pittenger & Anderson Inc
Nebraska
$58K -$32.9K -2,355 -37%
RFA
131
Reilly Financial Advisors
California
$58K +$56.7K +4,065 New
WTB
132
Washington Trust Bank
Washington
$41K – – –
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$37K +$24.7K +1,767 +214%
FPFS
134
First Personal Financial Services
North Carolina
$29K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$26K +$25.3K +1,812 New
NFG
136
Next Financial Group
Texas
$24K +$1.05K +75 +5%
SIA
137
Stancorp Investment Advisers
Oregon
$18K -$22K -1,575 -56%
VIA
138
Vantage Investment Advisors
Pennsylvania
$18K +$7.66K +549 +79%
NSIM
139
North Star Investment Management
Illinois
$17K – – –
RCG
140
Ruggie Capital Group
Florida
$17K +$1.76K +126 +12%
IWMPD
141
Integrated Wealth Management (Palm Desert)
California
$14K +$13.9K +999 New
TSW
142
Thompson Siegel & Walmsley
Virginia
$13K – – –
CG
143
Colony Group
Massachusetts
$11K – – –
MFS
144
MSI Financial Services
Massachusetts
$11K – – –
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$10.4K +744 New
Simplex Trading
146
Simplex Trading
Illinois
$9K +$8.91K +639 New
RBC
147
Roble Belko & Company
Pennsylvania
$8K +$7.91K +567 New
SMG
148
Spectrum Management Group
Indiana
$6K +$5.65K +405 New
GT
149
Glenmede Trust
Pennsylvania
$4K +$4.18K +300 New
MWP
150
MYCIO Wealth Partners
Pennsylvania
$4K +$4.18K +300 New