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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
126
Blue Bell Private Wealth Management
Pennsylvania
$2.45M -$25.4K -1,407 -1%
WP
127
WealthSource Partners
California
$2.3M -$311K -17,169 -12%
FC
128
Forte Capital
New York
$2.28M +$64.6K +3,573 +3%
CWM
129
Chesapeake Wealth Management
Virginia
$2.24M -$38.4K -2,124 -2%
CA
130
Capital Advantage
California
$2.22M +$114K +6,321 +5%
AA
131
Advisory Alpha
Michigan
$2.21M -$91.6K -5,067 -4%
Goldman Sachs
132
Goldman Sachs
New York
$2.2M -$558K -30,840 -20%
RC
133
Roundview Capital
New Jersey
$2.16M +$40.2K +2,220 +2%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.15M +$325K +17,967 +18%
GC
135
Grimes & Company
Massachusetts
$2.15M -$76.3K -4,221 -3%
MWAC
136
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.13M -$122K -6,765 -5%
AOWM
137
Alpha Omega Wealth Management
Virginia
$2.08M +$141K +7,782 +7%
SFA
138
Sequoia Financial Advisors
Ohio
$2.04M -$30.3K -1,674 -1%
BC
139
Burleson & Co
California
$2M +$75.7K +4,185 +4%
FA
140
Fagan Associates
New York
$1.98M +$262K +14,502 +15%
AG
141
Advisor Group
Arizona
$1.98M -$2.43M -134,124 -55%
TFS
142
TrustCore Financial Services
Tennessee
$1.96M +$1.26M +69,447 +184%
CHA
143
Carmichael Hill & Associates
Maryland
$1.95M +$41.6K +2,301 +2%
LFAS
144
Level Four Advisory Services
Texas
$1.95M +$822K +45,444 +75%
SFWA
145
Summit Financial Wealth Advisors
Louisiana
$1.94M – – –
FANJ
146
Financial Architects (New Jersey)
New Jersey
$1.93M -$1.08K -60 -0.1%
SIA
147
Starfire Investment Advisers
Michigan
$1.9M +$22.7K +1,257 +1%
JIC
148
Johnson Investment Counsel
Ohio
$1.89M +$685K +37,857 +58%
PAG
149
Private Advisor Group
New Jersey
$1.88M +$877K +48,510 +89%
B
150
Brightworth
Georgia
$1.87M -$48.5K -2,679 -3%