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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAG
201
Financial Advisory Group
Texas
$252K +$16.2K +1,038 +7%
CCMW
202
Cypress Capital Management (Wyoming)
Wyoming
$250K -$293K -18,825 -54%
CAM
203
Cubic Asset Management
Massachusetts
$246K
WA
204
WBH Advisory
Maryland
$242K +$239K +15,345 New
JWM
205
Jacobus Wealth Management
Wisconsin
$235K +$23.9K +1,533 +11%
DCM
206
Donaldson Capital Management
Indiana
$233K
S
207
SignatureFD
Georgia
$232K +$229K +14,721 New
SG
208
Somerset Group
Minnesota
$227K +$224K +14,370 New
RW
209
REDW Wealth
New Mexico
$219K -$30.5K -1,959 -12%
RWP
210
RWA Wealth Partners
Massachusetts
$211K +$208K +13,359 New
GAM
211
Garrison Asset Management
Arkansas
$205K +$203K +13,008 New
FAAS
212
First Allied Advisory Services
California
$203K -$133K -8,532 -40%
ML
213
McAdam LLC
Pennsylvania
$201K -$59.1K -3,792 -23%
MWM
214
Marietta Wealth Management
Georgia
$201K +$198K +12,726 New
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$89.3K +5,727 +92%
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$165K +$29.2K +1,875 +22%
PSUF
217
People's United Financial
Connecticut
$159K +$7.29K +468 +5%
KTC
218
Kistler-Tiffany Companies
Pennsylvania
$138K +$94 +6 +0.1%
PFO
219
Pathstone Family Office
New Jersey
$138K +$136K +8,721 New
ASN
220
Advisory Services Network
Georgia
$136K +$134K +8,610 New
AIS
221
Accurate Investment Solutions
Pennsylvania
$130K
SBL
222
Sargent Bickham Lagudis
Colorado
$115K -$76.8K -4,929 -40%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$114K
RCA
224
Rowland Carmichael Advisors
Arizona
$102K -$6.78K -435 -6%
RCG
225
Ruggie Capital Group
Florida
$100K +$6.22K +399 +7%