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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$546K +$4.55K +315 +0.8%
MFS
127
MSI Financial Services
Massachusetts
$542K +$81.3K +5,619 +18%
ACM
128
Armbruster Capital Management
New York
$541K +$8.5K +588 +2%
AIA
129
Allegis Investment Advisors
Idaho
$525K -$911 -63 -0.2%
PFM
130
Phillips Financial Management
Indiana
$523K +$4.86K +336 +0.9%
WIC
131
Whitegate Investment Counselors
New Hampshire
$522K +$301K +20,838 +138%
BPM
132
Bowling Portfolio Management
Ohio
$518K -$6.25K -432 -1%
AIM
133
Avity Investment Management
Connecticut
$511K -$134K -9,300 -21%
RJA
134
Raymond James & Associates
Florida
$471K +$92K +6,363 +24%
RFA
135
Reilly Financial Advisors
California
$446K +$6.03K +417 +1%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$423K +$421K +29,145 New
Mariner
137
Mariner
Kansas
$411K +$7.42K +513 +2%
SIC
138
Sigma Investment Counselors
Michigan
$398K +$26.3K +1,818 +7%
APSP
139
Asset Planning Services (Pennsylvania)
Pennsylvania
$394K +$1.08K +75 +0.3%
RC
140
Roundview Capital
New Jersey
$378K +$115K +7,923 +44%
RPA
141
Rock Point Advisors
Vermont
$374K -$564 -39 -0.2%
TCM
142
Tuttle Capital Management
Connecticut
$373K – – –
BC
143
Barnett & Company
Tennessee
$370K +$26.7K +1,845 +8%
CA
144
Cambridge Advisors
Nebraska
$366K +$1.48K +102 +0.4%
PCM
145
Parsons Capital Management
Rhode Island
$361K -$17.7K -1,227 -5%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$359K +$115K +7,923 +47%
WF
147
WealthTrust Fairport
Ohio
$357K +$19.1K +1,320 +6%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$354K -$5.86K -405 -2%
SWA
149
Sutton Wealth Advisors
Florida
$343K -$217 -15 -0.1%
DG
150
Davidson & Garrard
Virginia
$332K +$33.8K +2,337 +11%