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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oarsman Capital
Wisconsin
$305K -$6.32K -465 -2%
SIG
127
Stanford Investment Group
California
$297K +$302K +22,233 New
CA
128
Cambridge Advisors
Nebraska
$294K -$59.8K -4,401 -17%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$292K +$19.4K +1,431 +7%
BRWA
130
B. Riley Wealth Advisors
Florida
$292K +$296K +21,801 New
GC
131
Grimes & Company
Massachusetts
$291K -$74.5K -5,484 -20%
RPA
132
Rock Point Advisors
Vermont
$285K +$41.4K +3,045 +17%
WCM
133
Wealthcare Capital Management
Virginia
$281K +$137K +10,059 +92%
BHTS
134
Bar Harbor Trust Services
Maine
$279K +$10.3K +756 +4%
TRCT
135
Tower Research Capital (TRC)
New York
$269K -$2.44M -179,445 -90%
RFA
136
Reilly Financial Advisors
California
$267K +$75.7K +5,574 +39%
ZIM
137
Zacks Investment Management
Illinois
$264K -$2.44K -180 -0.9%
HighTower Advisors
138
HighTower Advisors
Illinois
$262K +$268K +19,701 New
WF
139
WealthTrust Fairport
Ohio
$261K +$4.6K +339 +2%
BC
140
Barnett & Company
Tennessee
$259K +$8.15K +600 +3%
AIM
141
Aspen Investment Management
Michigan
$253K +$6.11K +450 +2%
AAM
142
Aston Asset Management
Illinois
$252K +$256K +18,879 New
FC
143
Fairpointe Capital
Illinois
$252K +$256K +18,879 New
MFS
144
MSI Financial Services
Massachusetts
$251K +$251K +18,486 +6,162%
EWM
145
Evermay Wealth Management
Virginia
$248K -$113K -8,331 -31%
DPA
146
Delphi Private Advisors
California
$246K +$250K +18,408 New
PO
147
Private Ocean
California
$245K – – –
FANJ
148
Financial Architects (New Jersey)
New Jersey
$229K +$233K +17,121 New
SAM
149
Sawgrass Asset Management
Florida
$216K +$220K +16,185 New
Creative Planning
150
Creative Planning
Kansas
$211K -$57K -4,194 -21%