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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Parsons Capital Management
Rhode Island
$407K +$15.9K +1,023 +4%
AG
177
Advisor Group
Arizona
$400K +$33.6K +2,157 +9%
AFP
178
Ausdal Financial Partners
Iowa
$382K +$377K +24,192 New
RPA
179
Rock Point Advisors
Vermont
$372K -$34.4K -2,205 -9%
SIAS
180
Shine Investment Advisory Services
Colorado
$372K +$367K +23,568 New
Koshinski Asset Management
181
Koshinski Asset Management
Illinois
$371K +$60.7K +3,897 +20%
DG
182
Davidson & Garrard
Virginia
$368K +$2.34K +150 +0.6%
OC
183
Oarsman Capital
Wisconsin
$367K +$3.65K +234 +1%
VC
184
Vicus Capital
Pennsylvania
$365K -$42.8K -2,748 -11%
SIC
185
Sigma Investment Counselors
Michigan
$364K -$109K -7,005 -23%
FNBT
186
FineMark National Bank & Trust
Florida
$356K +$21.1K +1,353 +6%
UAS
187
United Asset Strategies
New York
$354K +$117K +7,497 +50%
CWM
188
Concert Wealth Management
California
$349K +$101K +6,489 +39%
WCM
189
Wealthcare Capital Management
Virginia
$345K – – –
BL
190
Balentine LLC
Georgia
$333K +$329K +21,093 New
AIM
191
Aspen Investment Management
Michigan
$331K +$26.5K +1,701 +9%
DWM
192
Destination Wealth Management
California
$327K +$327 +21 +0.1%
Mariner
193
Mariner
Kansas
$317K -$12.3K -792 -4%
BFPW
194
BOK Financial Private Wealth
Colorado
$302K -$20.6K -1,323 -6%
PPSG
195
Princeton Portfolio Strategies Group
New Jersey
$295K +$842 +54 +0.3%
ZIM
196
Zacks Investment Management
Illinois
$289K -$2.24K -144 -0.8%
WAM
197
Watermark Asset Management
California
$288K +$285K +18,258 New
EK
198
Evensky & Katz
Florida
$282K -$10.2K -654 -4%
JWA
199
JFS Wealth Advisors
Pennsylvania
$277K – – –
TH
200
Timber Hill
Connecticut
$262K -$509K -32,652 -66%