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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DG
151
Davidson & Garrard
Virginia
$288K -$7.86K -570 -3%
AG
152
Advisor Group
Arizona
$271K +$269K +19,500 New
SSWM
153
Sheets Smith Wealth Management
North Carolina
$265K +$248 +18 +0.1%
AIM
154
Aspen Investment Management
Michigan
$257K -$7.44K -540 -3%
JIC
155
Johnson Investment Counsel
Ohio
$257K +$25.9K +1,881 +11%
PO
156
Private Ocean
California
$256K
RC
157
Roundview Capital
New Jersey
$254K +$22.5K +1,632 +10%
SAM
158
Sawgrass Asset Management
Florida
$247K +$1.86K +135 +0.8%
IWMPD
159
Integrated Wealth Management (Palm Desert)
California
$240K +$133K +9,669 +130%
ZIM
160
Zacks Investment Management
Illinois
$236K -$10.7K -774 -4%
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$235K +$20.6K +1,497 +10%
UFA
162
US Financial Advisors
Massachusetts
$227K
FANJ
163
Financial Architects (New Jersey)
New Jersey
$223K -$5.21K -378 -2%
CAM
164
Cubic Asset Management
Massachusetts
$218K
CWM
165
Concert Wealth Management
California
$217K +$213K +15,441 New
JWA
166
JFS Wealth Advisors
Pennsylvania
$212K +$3.64K +264 +2%
WIC
167
Whitegate Investment Counselors
New Hampshire
$212K +$209K +15,147 New
FNBT
168
FineMark National Bank & Trust
Florida
$172K +$117K +8,508 +224%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$151K -$16.5K -1,200 -10%
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$140K -$64.5K -4,680 -32%
CG
171
Cutler Group
California
$135K -$41.3K -3,000 -24%
RCA
172
Rowland Carmichael Advisors
Arizona
$128K -$23.2K -1,683 -16%
KTC
173
Kistler-Tiffany Companies
Pennsylvania
$127K -$37.1K -2,694 -23%
HR
174
Howe & Rusling
New York
$126K
S
175
SignatureFD
Georgia
$106K -$786 -57 -0.7%