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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
176
Integrated Wealth Management (Palm Desert)
California
$25K +$41 +3 +0.2%
SMG
177
Spectrum Management Group
Indiana
$20K +$5.5K +405 +36%
BlackRock
178
BlackRock
New York
$18K +$18.5K +1,359 New
NSIM
179
North Star Investment Management
Illinois
$16K
ZB
180
Zions Bancorporation
Utah
$13K +$13.2K +975 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$11K
CG
182
Colony Group
Massachusetts
$10K
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$41 +3 +0.4%
AFP
184
Ausdal Financial Partners
Iowa
$10K +$9.78K +720 New
HCM
185
Horrell Capital Management
Arkansas
$10K +$61.4K +4,518 +861%
VIA
186
Vantage Investment Advisors
Pennsylvania
$8K -$163 -12 -2%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$4K -$12.9K -951 -76%
MWP
188
MYCIO Wealth Partners
Pennsylvania
$4K
RWM
189
RKL Wealth Management
Pennsylvania
$2.98K -$251K -18,492 -8%
BAM
190
Barrett Asset Management
New York
$2K
BWA
191
Burt Wealth Advisors
Maryland
$2K
ASN
192
Advisory Services Network
Georgia
$1K
NMIS
193
Northwestern Mutual Investment Services
Wisconsin
$1K +$1.43K +105 New
PFG
194
Piershale Financial Group
Illinois
-$14.4M -1,109,817 Closed
KF
195
Krilogy Financial
Missouri
-$1.9M -146,142 Closed
Citadel Advisors
196
Citadel Advisors
Florida
-$661K -50,985 Closed
FAAS
197
First Allied Advisory Services
California
-$261K -20,073 Closed
CCS
198
Crosspoint Capital Strategies
California
-$86K -6,666 Closed
RCG
199
Ruggie Capital Group
Florida
-$85K -6,267 Closed
PFBT
200
Parkside Financial Bank & Trust
Missouri
-$44K -3,414 Closed