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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Valeo Financial Advisors
Indiana
$112K -$24K -1,335 -17%
SWP
327
Stratos Wealth Partners
Ohio
$104K -$26.9K -1,497 -20%
RCA
328
Rowland Carmichael Advisors
Arizona
$104K -$3.72K -207 -3%
ML
329
McAdam LLC
Pennsylvania
$103K +$105K +5,856 New
BFC
330
Bedel Financial Consulting
Indiana
$99K +$101K +5,604 New
GWM
331
Geneos Wealth Management
Colorado
$93K +$42.1K +2,346 +79%
GRP
332
Global Retirement Partners
California
$86K +$29.3K +1,632 +51%
CDIA
333
Capital Directions Investment Advisors
Georgia
$83K +$1.35K +75 +2%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$81K +$216 +12 +0.3%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$74K
CWM
336
Cranbrook Wealth Management
Michigan
$67K
Deutsche Bank
337
Deutsche Bank
Germany
$66K +$67.8K +3,774 New
RCG
338
Ruggie Capital Group
Florida
$58K -$19.2K -1,071 -25%
MWM
339
MinichMacGregor Wealth Management
New York
$55K
PG
340
Patten Group
Tennessee
$49K +$323 +18 +0.7%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$49K +$49.7K +2,766 New
PFA
342
Pathway Financial Advisors
Vermont
$48K -$55K -3,063 -53%
FIB
343
First Interstate Bank
Montana
$48K -$15.1K -840 -24%
TSW
344
Thompson Siegel & Walmsley
Virginia
$48K
CMBA
345
C.M. Bidwell & Associates
Hawaii
$45K -$269 -15 -0.6%
MSFP
346
Mark Sheptoff Financial Planning
Connecticut
$38K
BCM
347
Blume Capital Management
California
$37K +$54 +3 +0.1%
WTC
348
WhitTier Trust Company
Nevada
$36K +$36.6K +2,040 New
KCPG
349
Kavar Capital Partners Group
Kansas
$36K +$36.8K +2,046 New
CAC
350
Certified Advisory Corp
Florida
$34K -$3.19M -177,540 -99%