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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
176
Mariner
Kansas
$314K -$109K -7,482 -26%
DWM
177
Destination Wealth Management
California
$311K -$4.48K -306 -1%
BFPW
178
BOK Financial Private Wealth
Colorado
$308K -$313K -21,423 -51%
WP
179
WealthSource Partners
California
$307K +$298K +20,391 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$295K -$75.2K -5,136 -21%
AIM
181
Aspen Investment Management
Michigan
$290K +$13.3K +909 +5%
SWP
182
Stratos Wealth Partners
Ohio
$288K +$280K +19,131 New
PPSG
183
Princeton Portfolio Strategies Group
New Jersey
$281K +$6.98K +477 +3%
EK
184
Evensky & Katz
Florida
$279K +$272K +18,582 New
ZIM
185
Zacks Investment Management
Illinois
$278K -$16K -1,092 -6%
JWA
186
JFS Wealth Advisors
Pennsylvania
$277K +$37.5K +2,562 +16%
PO
187
Private Ocean
California
$276K
IAS
188
IMA Advisory Services
Colorado
$265K +$258K +17,616 New
SAM
189
Sawgrass Asset Management
Florida
$259K -$6.8K -465 -3%
CWM
190
Concert Wealth Management
California
$252K +$42.9K +2,934 +21%
ML
191
McAdam LLC
Pennsylvania
$249K +$242K +16,554 New
Stifel Financial
192
Stifel Financial
Missouri
$248K +$241K +16,488 New
CIC
193
Carnegie Investment Counsel
Ohio
$245K +$234K +15,990 New
FANJ
194
Financial Architects (New Jersey)
New Jersey
$242K +$22.4K +1,533 +11%
RW
195
REDW Wealth
New Mexico
$239K +$232K +15,870 New
SIG
196
Stanford Investment Group
California
$238K -$85.2K -5,826 -27%
CAM
197
Cubic Asset Management
Massachusetts
$235K
PIM
198
Penobscot Investment Management
Massachusetts
$226K +$220K +15,048 New
UAS
199
United Asset Strategies
New York
$225K +$218K +14,922 New
FAG
200
Financial Advisory Group
Texas
$224K +$13.6K +930 +7%