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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
151
Bigelow Investment Advisors
Maine
$1.83M +$103K +5,706 +6%
SWM
152
SeaCrest Wealth Management
New York
$1.8M -$51.7K -2,856 -3%
WIC
153
Whitegate Investment Counselors
New Hampshire
$1.8M +$51.9K +2,871 +3%
LCC
154
Lincoln Capital Corp
Rhode Island
$1.71M -$380 -21 -0%
TW
155
Transform Wealth
Colorado
$1.7M -$71.5K -3,954 -4%
IF
156
Ironwood Financial
Arizona
$1.68M -$22.2K -1,227 -1%
KWM
157
Kingsview Wealth Management
Oregon
$1.67M +$158K +8,733 +11%
AMM
158
American Money Management
California
$1.65M -$38.8K -2,145 -2%
KIA
159
KCM Investment Advisors
California
$1.65M
IAS
160
IMA Advisory Services
Colorado
$1.64M +$156K +8,616 +11%
B
161
Bailard
California
$1.63M +$1.61M +89,292 New
CCA
162
Clearwater Capital Advisors
Illinois
$1.61M +$68.7K +3,801 +5%
MCM
163
Mengis Capital Management
Oregon
$1.6M +$155K +8,562 +11%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.6M -$840K -46,461 -35%
AA
165
Alesco Advisors
New York
$1.59M +$7.05K +390 +0.5%
OA
166
Opes Advisors
California
$1.55M +$127K +7,044 +9%
AF
167
Advisornet Financial
Minnesota
$1.54M -$274K -15,174 -15%
3C
168
361 Capital
Colorado
$1.5M +$1.49M +82,143 New
SPIA
169
Steward Partners Investment Advisory
New York
$1.47M -$89.1K -4,929 -6%
LBC
170
Lowe Brockenbrough & Co
Virginia
$1.47M +$46.7K +2,580 +3%
SIAS
171
Shine Investment Advisory Services
Colorado
$1.47M +$93.2K +5,151 +7%
ACM
172
Armbruster Capital Management
New York
$1.45M -$13K -720 -0.9%
APA
173
American Portfolios Advisors
New York
$1.44M +$121K +6,687 +9%
FAAS
174
First Allied Advisory Services
California
$1.41M +$1.39M +76,710 New
PWSG
175
Pacific Wealth Strategies Group
California
$1.4M +$135K +7,464 +11%