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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
576
Ritter Daniher Financial Advisory
Ohio
$210K
MIP
577
Marietta Investment Partners
Wisconsin
$209K +$207K +8,010 New
MCP
578
Mirador Capital Partners
California
$208K +$206K +7,983 New
HFA
579
Hoover Financial Advisors
Pennsylvania
$207K -$620 -24 -0.3%
FMN
580
Financial Management Network
California
$207K +$542 +21 +0.3%
T
581
TRUADVICE
Florida
$207K +$207K +8,028 New
FM
582
Family Management
New York
$206K
VBFP
583
Valtinson Bruner Financial Planning
Minnesota
$206K +$1.55K +60 +0.8%
SCA
584
Snowden Capital Advisors
New York
$206K +$204K +7,881 New
DSC
585
Duncker Streett & Co
Missouri
$205K -$163K -6,330 -45%
Bank of Montreal
586
Bank of Montreal
Ontario, Canada
$203K +$41.1K +1,590 +26%
RW
587
REDW Wealth
New Mexico
$203K +$201K +7,791 New
CWS
588
Cypress Wealth Services
California
$201K -$691K -26,748 -78%
Barclays
589
Barclays
United Kingdom
$200K +$198K +7,659 New
OIA
590
Optimum Investment Advisors
Illinois
$185K +$2.79K +108 +2%
BAM
591
Barrett Asset Management
New York
$179K
CT
592
Caldwell Trust
Florida
$176K
CFGS
593
Concourse Financial Group Securities
Alabama
$175K +$36.7K +1,419 +27%
MA
594
MCF Advisors
Kentucky
$168K -$4.8K -186 -3%
CFA
595
Carroll Financial Associates
North Carolina
$165K
CAL
596
Capital Advisors Ltd
Ohio
$149K
RFA
597
Reilly Financial Advisors
California
$148K -$24.2K -936 -14%
LWANC
598
Laurel Wealth Advisors (North Carolina)
North Carolina
$145K
CDIA
599
Capital Directions Investment Advisors
Georgia
$138K +$137K +5,304 New
FHA
600
First Horizon Advisors
Tennessee
$135K