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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
151
Integrated Wealth Management (Palm Desert)
California
$488K +$199K +13,629 +73%
RFA
152
Reilly Financial Advisors
California
$484K +$20.5K +1,401 +5%
BC
153
Barnett & Company
Tennessee
$473K +$87.1K +5,955 +23%
SIC
154
Sigma Investment Counselors
Michigan
$453K +$38.7K +2,643 +10%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$439K
LF
156
Lee Financial
Texas
$439K +$426K +29,142 New
BL
157
BCWM LLC
Kansas
$435K +$142K +9,702 +51%
AIA
158
Armor Investment Advisors
North Carolina
$426K +$415K +28,338 New
SWA
159
Sutton Wealth Advisors
Florida
$408K +$51K +3,483 +15%
CA
160
Cambridge Advisors
Nebraska
$407K +$25.9K +1,767 +7%
WF
161
WealthTrust Fairport
Ohio
$407K +$35.9K +2,451 +10%
VC
162
Vicus Capital
Pennsylvania
$389K -$458K -31,314 -55%
KP
163
Keel Point
Alabama
$388K -$6.4M -437,478 -94%
RPA
164
Rock Point Advisors
Vermont
$388K
PCM
165
Parsons Capital Management
Rhode Island
$372K -$2.06K -141 -0.6%
JIC
166
Johnson Investment Counsel
Ohio
$369K +$67.8K +4,632 +23%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$367K +$44 +3 +0%
US Bancorp
168
US Bancorp
Minnesota
$354K +$151K +10,308 +78%
AG
169
Advisor Group
Arizona
$350K +$30.5K +2,082 +10%
DG
170
Davidson & Garrard
Virginia
$349K +$4.57K +312 +1%
OC
171
Oarsman Capital
Wisconsin
$347K +$14.5K +993 +5%
WCM
172
Wealthcare Capital Management
Virginia
$330K
FAAS
173
First Allied Advisory Services
California
$322K -$337K -23,034 -52%
AI
174
Atria Investments
North Carolina
$322K +$313K +21,366 New
FNBT
175
FineMark National Bank & Trust
Florida
$319K +$21.1K +1,440 +7%