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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
501
LifePlan Financial Group
Ohio
$15K +$786 +42 +6%
FPFS
502
First Personal Financial Services
North Carolina
$14K -$5.33K -285 -28%
ME
503
McIlrath & Eck
Washington
$14K – – –
AWM
504
AllSquare Wealth Management
New York
$13K – – –
BWP
505
Baldwin Wealth Partners
Massachusetts
$13K – – –
HS
506
Horan Securities
United States
$12K +$12.2K +651 New
JFA
507
JNBA Financial Advisors
Minnesota
$11K – – –
CTC
508
Central Trust Company
Missouri
$11K +$10.7K +570 New
Deutsche Bank
509
Deutsche Bank
Germany
$11K +$11.1K +594 New
TF
510
TimeScale Financial
Massachusetts
$10K +$10.1K +540 New
Fifth Third Bancorp
511
Fifth Third Bancorp
Ohio
$9K -$16.5K -882 -65%
MIM
512
Macroview Investment Management
Maryland
$9K -$4.66K -249 -34%
TL
513
TrueWealth LLC
Georgia
$9K – – –
1IA
514
1834 Investment Advisors
Wisconsin
$8K – – –
GI
515
Gradient Investments
Minnesota
$8K – – –
VCM
516
Versant Capital Management
Arizona
$8K – – –
HCM
517
Horrell Capital Management
Arkansas
$7K – – –
LFG
518
Larson Financial Group
Missouri
$6K -$393 -21 -6%
RBC
519
Roble Belko & Company
Pennsylvania
$6K – – –
SMG
520
Spectrum Management Group
Indiana
$6K – – –
WEC
521
Winslow Evans & Crocker
Massachusetts
$6K – – –
WCM
522
Whitener Capital Management
North Carolina
$6K +$505 +27 +8%
TFA
523
Transamerica Financial Advisors
Florida
$6K +$5.89K +315 New
GSWM
524
Golden State Wealth Management
California
$5K -$8.59K -459 -62%
BEI
525
Benjamin Edwards Inc
Missouri
$5K +$5.22K +279 New