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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$459K +$441K +32,016 +4,105%
BRWA
127
B. Riley Wealth Advisors
Florida
$454K +$69.5K +5,046 +18%
MFS
128
MSI Financial Services
Massachusetts
$445K +$16.2K +1,173 +4%
RFA
129
Reilly Financial Advisors
California
$425K +$18.9K +1,374 +5%
EK
130
Evensky & Katz
Florida
$402K -$57.2K -4,152 -13%
Mariner
131
Mariner
Kansas
$390K +$2.48K +180 +0.7%
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$379K +$289K +20,967 +342%
HSA
133
HBK Sorce Advisory
Pennsylvania
$371K +$365K +26,517 New
TCM
134
Tuttle Capital Management
Connecticut
$368K
PCM
135
Parsons Capital Management
Rhode Island
$366K +$25.1K +1,821 +7%
RJA
136
Raymond James & Associates
Florida
$365K +$74.8K +5,427 +26%
RPA
137
Rock Point Advisors
Vermont
$361K +$57.3K +4,158 +19%
PAG
138
Pinnacle Advisory Group
Maryland
$361K +$356K +25,833 New
SIC
139
Sigma Investment Counselors
Michigan
$359K +$12.4K +897 +4%
CA
140
Cambridge Advisors
Nebraska
$352K +$95.3K +6,915 +38%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$347K +$5.58K +405 +2%
SWA
142
Sutton Wealth Advisors
Florida
$331K +$992 +72 +0.3%
BC
143
Barnett & Company
Tennessee
$331K +$40.3K +2,925 +14%
BHTS
144
Bar Harbor Trust Services
Maine
$326K +$17.8K +1,293 +6%
WF
145
WealthTrust Fairport
Ohio
$326K +$28.6K +2,076 +10%
WCM
146
Wealthcare Capital Management
Virginia
$307K
SIG
147
Stanford Investment Group
California
$303K -$33.1K -2,400 -10%
OC
148
Oarsman Capital
Wisconsin
$300K -$14.4K -1,044 -5%
DWM
149
Destination Wealth Management
California
$293K +$288K +20,931 New
HighTower Advisors
150
HighTower Advisors
Illinois
$291K +$287K +20,838 New