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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
551
Ritter Daniher Financial Advisory
Ohio
$191K +$175K +8,391 New
FM
552
Family Management
New York
$179K +$165K +7,896 New
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$177K – – –
Bank of Montreal
554
Bank of Montreal
Ontario, Canada
$175K +$12.7K +609 +9%
APA
555
American Portfolios Advisors
New York
$168K -$275K -13,188 -64%
OIA
556
Optimum Investment Advisors
Illinois
$164K -$3.07K -147 -2%
BAM
557
Barrett Asset Management
New York
$160K – – –
MA
558
MCF Advisors
Kentucky
$154K -$1.31K -63 -0.9%
CT
559
Caldwell Trust
Florida
$153K – – –
CFA
560
Carroll Financial Associates
North Carolina
$147K +$78K +3,741 +136%
BFC
561
Bedel Financial Consulting
Indiana
$140K +$63 +3 +0%
TRCT
562
Tower Research Capital (TRC)
New York
$134K -$41.4K -1,983 -25%
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$126K +$938 +45 +0.8%
GWM
564
Greenhouse Wealth Management
Connecticut
$126K +$116K +5,547 New
BlackRock
565
BlackRock
New York
$123K +$2.94K +141 +3%
CDIA
566
Capital Directions Investment Advisors
Georgia
$121K -$5K -240 -4%
FCA
567
FinTrust Capital Advisors
South Carolina
$111K +$3.88K +186 +4%
RCA
568
Rowland Carmichael Advisors
Arizona
$111K +$25.8K +1,239 +34%
TSW
569
Thompson Siegel & Walmsley
Virginia
$109K – – –
FHA
570
First Horizon Advisors
Tennessee
$109K +$30.3K +1,455 +43%
IRC
571
Investors Research Corp
Georgia
$99K – – –
S
572
SignatureFD
Georgia
$96K – – –
GLLW
573
Graves Light Lenhart Wealth
Virginia
$94K +$86.4K +4,143 New
WPA
574
West Paces Advisors
Georgia
$88.6K – – –
PK
575
Pflug Koory
Nebraska
$86K – – –