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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
151
Accurate Investment Solutions
Pennsylvania
$332K +$331K +22,911 New
OC
152
Oarsman Capital
Wisconsin
$320K +$8.68K +600 +3%
WCM
153
Wealthcare Capital Management
Virginia
$318K – – –
SIG
154
Stanford Investment Group
California
$314K – – –
AG
155
Advisor Group
Arizona
$306K +$23.6K +1,629 +8%
DWM
156
Destination Wealth Management
California
$305K +$998 +69 +0.3%
JIC
157
Johnson Investment Counsel
Ohio
$288K +$21.3K +1,476 +8%
FNBT
158
FineMark National Bank & Trust
Florida
$286K +$108K +7,440 +60%
ZIM
159
Zacks Investment Management
Illinois
$284K +$39K +2,697 +16%
BL
160
BCWM LLC
Kansas
$279K +$277K +19,176 New
SSWM
161
Sheets Smith Wealth Management
North Carolina
$275K +$260 +18 +0.1%
IWMPD
162
Integrated Wealth Management (Palm Desert)
California
$272K +$24.1K +1,665 +10%
BRWA
163
B. Riley Wealth Advisors
Florida
$269K -$201K -13,881 -43%
AIM
164
Aspen Investment Management
Michigan
$266K – – –
PO
165
Private Ocean
California
$266K – – –
PPSG
166
Princeton Portfolio Strategies Group
New Jersey
$264K +$263K +18,177 New
AA
167
Advisory Alpha
Michigan
$258K +$240K +16,575 +1,378%
SAM
168
Sawgrass Asset Management
Florida
$256K – – –
JWA
169
JFS Wealth Advisors
Pennsylvania
$230K +$10.4K +720 +5%
CAM
170
Cubic Asset Management
Massachusetts
$226K – – –
DCM
171
Donaldson Capital Management
Indiana
$214K +$213K +14,763 New
FANJ
172
Financial Architects (New Jersey)
New Jersey
$211K -$20.3K -1,404 -9%
FAG
173
Financial Advisory Group
Texas
$203K +$202K +13,977 New
CWM
174
Concert Wealth Management
California
$198K -$25.9K -1,794 -12%
US Bancorp
175
US Bancorp
Minnesota
$192K +$166K +11,499 +663%