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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$370K +$69.6K +5,517 +25%
TCM
127
Tuttle Capital Management
Connecticut
$351K -$492 -39 -0.2%
SIC
128
Sigma Investment Counselors
Michigan
$334K -$199K -15,798 -39%
GC
129
Grimes & Company
Massachusetts
$333K +$36.3K +2,877 +13%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$330K +$32.2K +2,553 +12%
PCM
131
Parsons Capital Management
Rhode Island
$329K +$681 +54 +0.2%
SIG
132
Stanford Investment Group
California
$325K +$22.7K +1,800 +8%
SWA
133
Sutton Wealth Advisors
Florida
$319K +$298K +23,592 New
VKH
134
Virtu KCG Holdings
New York
$319K +$297K +23,541 New
GWM
135
Gupta Wealth Management
California
$311K +$122K +9,705 +73%
OC
136
Oarsman Capital
Wisconsin
$304K -$4.05K -321 -1%
BHTS
137
Bar Harbor Trust Services
Maine
$297K +$14K +1,110 +5%
WCM
138
Wealthcare Capital Management
Virginia
$296K +$11.3K +894 +4%
RPA
139
Rock Point Advisors
Vermont
$293K +$3.48K +276 +1%
WF
140
WealthTrust Fairport
Ohio
$287K +$20.8K +1,650 +8%
DG
141
Davidson & Garrard
Virginia
$286K -$115K -9,120 -30%
BC
142
Barnett & Company
Tennessee
$280K +$16.5K +1,305 +7%
RJA
143
Raymond James & Associates
Florida
$280K +$261K +20,664 New
AIM
144
Aspen Investment Management
Michigan
$256K – – –
SSWM
145
Sheets Smith Wealth Management
North Carolina
$256K +$239K +18,903 New
PO
146
Private Ocean
California
$248K – – –
CA
147
Cambridge Advisors
Nebraska
$247K -$48K -3,801 -17%
ZIM
148
Zacks Investment Management
Illinois
$239K -$27K -2,142 -11%
SAM
149
Sawgrass Asset Management
Florida
$237K +$17K +1,350 +8%
UFA
150
US Financial Advisors
Massachusetts
$227K +$182K +14,460 +616%