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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$506K +$63.5K +3,996 +15%
CA
177
Cambridge Advisors
Nebraska
$499K +$10.8K +681 +2%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
$489K +$111K +6,972 +30%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$474K +$34.1K +2,148 +8%
Baird Financial Group
180
Baird Financial Group
Wisconsin
$468K
WF
181
WealthTrust Fairport
Ohio
$466K -$13.5K -849 -3%
FNBT
182
FineMark National Bank & Trust
Florida
$454K +$91.7K +5,769 +26%
CIAS
183
Capital Investment Advisory Services
North Carolina
$449K -$3.09M -194,550 -87%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$448K -$29.3K -1,842 -6%
BL
185
BCWM LLC
Kansas
$447K -$429 -27 -0.1%
AIA
186
Armor Investment Advisors
North Carolina
$431K -$19.8K -1,248 -4%
DG
187
Davidson & Garrard
Virginia
$394K +$19.2K +1,206 +5%
SIC
188
Sigma Investment Counselors
Michigan
$387K +$16.3K +1,026 +4%
OC
189
Oarsman Capital
Wisconsin
$380K +$6.67K +420 +2%
RPA
190
Rock Point Advisors
Vermont
$379K +$715 +45 +0.2%
CWM
191
Concert Wealth Management
California
$373K +$3.81K +240 +1%
MA
192
MUFG Americas
New York
$370K +$305K +19,167 +493%
WCM
193
Wealthcare Capital Management
Virginia
$352K
Calamos Advisors
194
Calamos Advisors
Illinois
$348K +$345K +21,678 New
BL
195
Balentine LLC
Georgia
$339K
AIM
196
Aspen Investment Management
Michigan
$339K +$2.48K +156 +0.7%
VC
197
Vicus Capital
Pennsylvania
$333K -$37.9K -2,382 -10%
Mariner
198
Mariner
Kansas
$323K +$1.24K +78 +0.4%
DWM
199
Destination Wealth Management
California
$315K -$17.4K -1,095 -5%
HFS
200
HL Financial Services
Kentucky
$313K +$310K +19,488 New