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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
151
Roundview Capital
New Jersey
$964K +$67K +4,125 +8%
AFG
152
Arkansas Financial Group
Arkansas
$935K +$4.83K +297 +0.5%
PCM
153
Parsons Capital Management
Rhode Island
$909K +$55.1K +3,387 +7%
GHA
154
GW Henssler & Associates
Georgia
$908K -$22.2K -1,365 -2%
RJA
155
Raymond James & Associates
Florida
$902K -$17.3K -1,065 -2%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$895K +$391K +24,039 +81%
NPC
157
National Planning Corporation
California
$886K +$85.6K +5,265 +11%
WC
158
Whitnell & Co
Illinois
$881K -$2.49K -153 -0.3%
EA
159
Edge Advisors
Georgia
$851K +$750K +46,155 +957%
APSP
160
Asset Planning Services (Pennsylvania)
Pennsylvania
$848K +$107K +6,570 +15%
SAM
161
Sawgrass Asset Management
Florida
$848K +$125K +7,710 +18%
PFM
162
Phillips Financial Management
Indiana
$793K +$19.4K +1,191 +3%
GA
163
Gateway Advisory
New Jersey
$792K -$14K -864 -2%
IFS
164
Ifrah Financial Services
Arkansas
$787K +$78.7K +4,839 +11%
PLFAM
165
Pineno Levin & Ford Asset Management
Virginia
$773K -$42.2K -2,595 -5%
FA
166
FDx Advisors
Illinois
$770K +$750K +46,125 New
LPIC
167
LeJeune Puetz Investment Counsel
Michigan
$761K +$7.07K +435 +1%
HFS
168
HL Financial Services
Kentucky
$760K +$423K +25,998 +133%
SGAM
169
Steinberg Global Asset Management
Florida
$751K +$878 +54 +0.1%
JIC
170
Johnson Investment Counsel
Ohio
$743K +$191K +11,781 +36%
SCA
171
Snowden Capital Advisors
New York
$738K +$718K +44,190 New
BPM
172
Bowling Portfolio Management
Ohio
$695K +$13.8K +852 +2%
RFA
173
Reilly Financial Advisors
California
$680K +$25.1K +1,542 +4%
DC
174
Davenport & Co
Virginia
$680K +$661K +40,689 New
AFP
175
Ausdal Financial Partners
Iowa
$676K +$73.6K +4,530 +13%