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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
151
Roundview Capital
New Jersey
$223K +$208K +16,509 New
JIC
152
Johnson Investment Counsel
Ohio
$223K +$209K +16,527 New
FANJ
153
Financial Architects (New Jersey)
New Jersey
$221K -$10.1K -801 -5%
Creative Planning
154
Creative Planning
Kansas
$217K +$3.41K +270 +2%
CAM
155
Cubic Asset Management
Massachusetts
$211K – – –
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$207K +$193K +15,303 New
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$207K +$194K +15,339 New
JWA
158
JFS Wealth Advisors
Pennsylvania
$201K – – –
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$199K -$13.1K -1,041 -7%
SBL
160
Sargent Bickham Lagudis
Colorado
$184K +$171K +13,578 New
CG
161
Cutler Group
California
$171K +$37.9K +3,000 +31%
IA
162
IFP Advisors
Florida
$162K -$847K -67,152 -88%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$162K +$15.1K +1,200 +11%
KTC
164
Kistler-Tiffany Companies
Pennsylvania
$159K +$151 +12 +0.1%
RCA
165
Rowland Carmichael Advisors
Arizona
$147K +$137K +10,842 New
AIG
166
American International Group
New York
$127K -$431K -34,152 -78%
HR
167
Howe & Rusling
New York
$122K – – –
S
168
SignatureFD
Georgia
$103K -$36.1K -2,859 -27%
IWMPD
169
Integrated Wealth Management (Palm Desert)
California
$101K +$70.5K +5,589 +300%
PAI
170
Pittenger & Anderson Inc
Nebraska
$85K +$16.5K +1,305 +26%
RCG
171
Ruggie Capital Group
Florida
$85K +$79.7K +6,315 New
APSP
172
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$68.2K +5,403 +741%
Citigroup
173
Citigroup
New York
$82K -$1.89M -149,910 -96%
CPIG
174
Chicago Partners Investment Group
Illinois
$81K +$1.14K +90 +2%
MWM
175
MinichMacGregor Wealth Management
New York
$76K -$3.2M -253,821 -98%