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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Avity Investment Management
Connecticut
$705K +$144K +9,210 +26%
IAS
152
IMA Advisory Services
Colorado
$664K +$382K +24,483 +139%
IFS
153
Ifrah Financial Services
Arkansas
$661K -$33.9K -2,178 -5%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$653K -$37.6K -2,415 -6%
PFM
155
Phillips Financial Management
Indiana
$643K +$24.5K +1,569 +4%
FAM
156
Foothills Asset Management
Arizona
$633K -$2.95K -189 -0.5%
BPM
157
Bowling Portfolio Management
Ohio
$628K +$43.5K +2,790 +8%
RFA
158
Reilly Financial Advisors
California
$602K +$93.4K +5,991 +19%
IWMPD
159
Integrated Wealth Management (Palm Desert)
California
$583K +$70.5K +4,521 +14%
BC
160
Barnett & Company
Tennessee
$578K +$81.2K +5,208 +17%
PWM
161
Perigon Wealth Management
California
$568K -$36.2K -2,322 -6%
JIC
162
Johnson Investment Counsel
Ohio
$541K +$152K +9,783 +40%
SAM
163
Sawgrass Asset Management
Florida
$526K +$252K +16,140 +94%
DSN
164
D. Scott Neal
Kentucky
$510K +$483K +30,960 +2,243%
CWM
165
Confluence Wealth Management
Oregon
$504K -$12.5K -801 -2%
CA
166
Cambridge Advisors
Nebraska
$479K +$52.4K +3,363 +12%
WF
167
WealthTrust Fairport
Ohio
$472K +$44.3K +2,841 +11%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$470K -$43.5K -2,790 -9%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$460K
AI
170
Atria Investments
North Carolina
$456K +$117K +7,527 +35%
AIA
171
Armor Investment Advisors
North Carolina
$443K -$3.74K -240 -0.8%
BL
172
BCWM LLC
Kansas
$440K -$15.8K -1,014 -4%
SWA
173
Sutton Wealth Advisors
Florida
$435K +$6.41K +411 +2%
Bank of New York Mellon
174
Bank of New York Mellon
New York
$432K +$46.6K +2,991 +12%
PCM
175
Parsons Capital Management
Rhode Island
$407K +$15.9K +1,023 +4%