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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
STALEY CAPITAL ADVISERS
Pennsylvania
$236K – – –
KLI
552
Kelman-Lazarov Inc
Tennessee
$235K – – –
NG
553
NWK Group
California
$234K – – –
CIP
554
Capital Insight Partners
Arizona
$233K -$59.2K -2,442 -21%
TWM
555
TMD Wealth Management
Arizona
$231K +$226K +9,312 New
MCCP
556
Mission Creek Capital Partners
California
$230K – – –
CP
557
Camelot Portfolios
Ohio
$226K – – –
DWP
558
Destiny Wealth Partners
Florida
$223K -$95.6K -3,942 -31%
FNBOMD
559
First National Bank of Mount Dora
Florida
$223K – – –
B
560
Bellecapital
Switzerland
$223K +$218K +8,997 New
AP
561
Appleton Partners
Massachusetts
$222K – – –
NF
562
Nikulski Financial
Iowa
$222K – – –
PFPT
563
Pinnacle Financial Partners (Tennessee)
Tennessee
$218K +$946 +39 +0.4%
GC
564
Gratus Capital
Georgia
$211K +$206K +8,511 New
FWM
565
Frontier Wealth Management
Missouri
$209K +$205K +8,430 New
SI
566
Shaker Investments
Ohio
$206K -$13.4K -552 -6%
CBFP
567
Cedar Brook Financial Partners
Ohio
$206K +$201K +8,286 New
PCM
568
Palouse Capital Management
Washington
$205K -$26K -1,071 -11%
FMN
569
Financial Management Network
California
$205K +$190K +7,851 New
HFA
570
Hoover Financial Advisors
Pennsylvania
$204K -$94.8K -3,909 -33%
VBFP
571
Valtinson Bruner Financial Planning
Minnesota
$204K +$192K +7,911 New
GIA
572
GHP Investment Advisors
Colorado
$204K +$200K +8,235 New
RDFA
573
Ritter Daniher Financial Advisory
Ohio
$200K -$8.37K -345 -4%
FM
574
Family Management
New York
$196K – – –
BlackRock
575
BlackRock
New York
$184K +$48.4K +1,995 +37%