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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$210K +$214K +15,744 New
CAM
152
Cubic Asset Management
Massachusetts
$208K – – –
JWA
153
JFS Wealth Advisors
Pennsylvania
$198K +$5.99K +441 +3%
GWM
154
Gupta Wealth Management
California
$178K -$1.58M -116,088 -90%
KTC
155
Kistler-Tiffany Companies
Pennsylvania
$157K +$122 +9 +0.1%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$144K – – –
S
157
SignatureFD
Georgia
$140K – – –
ACM
158
Armbruster Capital Management
New York
$134K +$136K +9,996 New
CG
159
Cutler Group
California
$128K +$131K +9,645 New
FNBT
160
FineMark National Bank & Trust
Florida
$125K +$119K +8,799 +1,629%
HR
161
Howe & Rusling
New York
$120K – – –
ACM
162
Argentus Capital Management
Texas
$120K +$71.4K +5,259 +140%
CPIG
163
Chicago Partners Investment Group
Illinois
$78K +$1.26K +93 +2%
PAI
164
Pittenger & Anderson Inc
Nebraska
$67K +$1.63K +120 +2%
KCPG
165
Kavar Capital Partners Group
Kansas
$63K -$38.8K -2,859 -37%
CDIA
166
Capital Directions Investment Advisors
Georgia
$58K – – –
FIB
167
First Interstate Bank
Montana
$53K +$6.11K +450 +13%
PG
168
Patten Group
Tennessee
$51.4K +$52.3K +3,849 New
TSW
169
Thompson Siegel & Walmsley
Virginia
$44K +$20.4K +1,500 +83%
NFG
170
Next Financial Group
Texas
$42K +$20.4K +1,500 +90%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$40K +$41K +3,021 New
JIC
172
Joel Isaacson & Co
New York
$32K +$24.5K +1,803 +302%
UFA
173
US Financial Advisors
Massachusetts
$31K +$31.9K +2,349 New
Simplex Trading
174
Simplex Trading
Illinois
$30K +$27.9K +2,055 +825%
WTB
175
Washington Trust Bank
Washington
$28K -$11K -810 -28%