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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
151
Steinberg Global Asset Management
Florida
$705K +$27.4K +1,755 +4%
AIM
152
Avity Investment Management
Connecticut
$705K +$144K +9,210 +26%
IAS
153
IMA Advisory Services
Colorado
$664K +$382K +24,483 +139%
IFS
154
Ifrah Financial Services
Arkansas
$661K -$33.9K -2,178 -5%
APSP
155
Asset Planning Services (Pennsylvania)
Pennsylvania
$653K -$37.6K -2,415 -6%
PFM
156
Phillips Financial Management
Indiana
$643K +$24.5K +1,569 +4%
FAM
157
Foothills Asset Management
Arizona
$633K -$2.95K -189 -0.5%
BPM
158
Bowling Portfolio Management
Ohio
$628K +$43.5K +2,790 +8%
RFA
159
Reilly Financial Advisors
California
$602K +$93.4K +5,991 +19%
IWMPD
160
Integrated Wealth Management (Palm Desert)
California
$583K +$70.5K +4,521 +14%
BC
161
Barnett & Company
Tennessee
$578K +$81.2K +5,208 +17%
PWM
162
Perigon Wealth Management
California
$568K -$36.2K -2,322 -6%
JIC
163
Johnson Investment Counsel
Ohio
$541K +$152K +9,783 +40%
SAM
164
Sawgrass Asset Management
Florida
$526K +$252K +16,140 +94%
DSN
165
D. Scott Neal
Kentucky
$510K +$483K +30,960 +2,243%
CWM
166
Confluence Wealth Management
Oregon
$504K -$12.5K -801 -2%
CA
167
Cambridge Advisors
Nebraska
$479K +$52.4K +3,363 +12%
WF
168
WealthTrust Fairport
Ohio
$472K +$44.3K +2,841 +11%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$470K -$43.5K -2,790 -9%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$460K – – –
AI
171
Atria Investments
North Carolina
$456K +$117K +7,527 +35%
AIA
172
Armor Investment Advisors
North Carolina
$443K -$3.74K -240 -0.8%
BL
173
BCWM LLC
Kansas
$440K -$15.8K -1,014 -4%
SWA
174
Sutton Wealth Advisors
Florida
$435K +$6.41K +411 +2%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$432K +$46.6K +2,991 +12%