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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
201
Donaldson Capital Management
Indiana
$222K
BWP
202
BSW Wealth Partners
Colorado
$209K +$203K +13,905 New
BAC
203
Boys Arnold & Co
North Carolina
$204K +$199K +13,572 New
JWM
204
Jacobus Wealth Management
Wisconsin
$202K +$196K +13,392 New
SBL
205
Sargent Bickham Lagudis
Colorado
$184K +$93.6K +6,396 +110%
NFG
206
Next Financial Group
Texas
$146K
PSUF
207
People's United Financial
Connecticut
$145K +$28.5K +1,950 +25%
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$132K +$176 +12 +0.1%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$129K -$5.05K -345 -4%
AIS
210
Accurate Investment Solutions
Pennsylvania
$124K -$215K -14,673 -64%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$108K -$52.7K -3,600 -33%
RCA
212
Rowland Carmichael Advisors
Arizona
$104K -$32.8K -2,241 -24%
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K +$90.7K +6,198 New
RCG
214
Ruggie Capital Group
Florida
$90K -$615 -42 -0.7%
CPIG
215
Chicago Partners Investment Group
Illinois
$90K +$176 +12 +0.2%
MWM
216
MinichMacGregor Wealth Management
New York
$74K
EA
217
Edge Advisors
Georgia
$72K +$70.1K +4,791 New
CDIA
218
Capital Directions Investment Advisors
Georgia
$66K
PG
219
Patten Group
Tennessee
$65K +$1.14K +78 +2%
MA
220
MUFG Americas
New York
$58K -$3.29K -225 -5%
BlackRock
221
BlackRock
New York
$57K -$3.47K -237 -6%
FIB
222
First Interstate Bank
Montana
$54K -$6.58K -450 -11%
TSW
223
Thompson Siegel & Walmsley
Virginia
$41K
BCM
224
Blume Capital Management
California
$38K +$37.4K +2,553 New
JIC
225
Joel Isaacson & Co
New York
$36K