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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$8.3M -$705K -22,130 -8%
BDF
152
Black Diamond Financial
Maryland
$8.26M +$159 +5 +0%
PVAMC
153
PPS&V Asset Management Consultants
Michigan
$8.2M +$16.2K +509 +0.2%
MFT
154
Moisand Fitzgerald Tamayo
Florida
$8.19M -$167K -5,231 -2%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$8.09M -$677K -21,272 -8%
BCM
156
Brookstone Capital Management
Illinois
$7.96M +$488K +15,334 +6%
GCP
157
Gill Capital Partners
Colorado
$7.96M -$54.8K -1,722 -0.7%
ATWA
158
Arbor Trust Wealth Advisors
Michigan
$7.78M -$234K -7,355 -3%
SA
159
Scarborough Advisors
Maryland
$7.76M +$7.99M +250,789 New
CSP
160
Cary Street Partners
Virginia
$7.76M -$133K -4,188 -2%
TPI
161
Trust Point Inc
Wisconsin
$7.6M -$1.53M -48,115 -16%
WPIC
162
White Pine Investment Company
Michigan
$7.55M +$207K +6,507 +3%
JJBC
163
James J. Burns & Company
New York
$7.53M -$40.8K -1,282 -0.5%
WT
164
Whittier Trust
California
$7.48M -$1.43M -44,827 -16%
MWM
165
Meridian Wealth Management
Kentucky
$7.46M -$3.79K -119 -0%
RA
166
RFG Advisory
Alabama
$7.25M +$4.63M +145,262 +164%
MWP
167
Meridian Wealth Partners
Pennsylvania
$7.21M -$298K -9,346 -4%
CAM
168
Cresset Asset Management
Illinois
$7.21M -$68K -2,137 -0.9%
WETS
169
Wealth Enhancement Trust Services
South Dakota
$7.01M -$60.7K -1,907 -0.8%
NYLIM
170
New York Life Investment Management
New York
$6.91M +$2.47M +77,423 +53%
CPA
171
Cathy Pareto & Associates
Florida
$6.9M +$875K +27,482 +14%
BP
172
Broadleaf Partners
Ohio
$6.89M -$153K -4,813 -2%
CFIA
173
Cantor Fitzgerald Investment Advisors
New York
$6.82M -$120K -3,759 -2%
PWA
174
Peterson Wealth Advisors
Utah
$6.79M -$478K -15,013 -6%
JCM
175
Jacobi Capital Management
Pennsylvania
$6.67M -$556K -17,456 -7%