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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
576
Valtinson Bruner Financial Planning
Minnesota
$215K
OIA
577
Optimum Investment Advisors
Illinois
$215K +$34.9K +1,335 +19%
CFGS
578
Concourse Financial Group Securities
Alabama
$211K +$40.1K +1,536 +23%
AC
579
AWM Capital
Arizona
$209K +$199K +7,632 New
RDFA
580
Ritter Daniher Financial Advisory
Ohio
$205K -$549 -21 -0.3%
SI
581
Shaker Investments
Ohio
$203K -$16.8K -642 -7%
MCP
582
Mirador Capital Partners
California
$203K -$1.25K -48 -0.6%
FMN
583
Financial Management Network
California
$203K +$705 +27 +0.3%
B
584
Bellecapital
Switzerland
$202K -$43.8K -1,677 -17%
MIP
585
Marietta Investment Partners
Wisconsin
$202K -$2.59K -99 -1%
FM
586
Family Management
New York
$202K
DSC
587
Duncker Streett & Co
Missouri
$201K +$392 +15 +0.2%
EWM
588
Evermay Wealth Management
Virginia
$197K -$72.1K -2,760 -26%
BAM
589
Barrett Asset Management
New York
$195K +$19.6K +750 +11%
BL
590
Balentine LLC
Georgia
$194K +$198K +7,581 New
TCWA
591
Ten Capital Wealth Advisors
Washington
$182K +$100K +3,843 +118%
CT
592
Caldwell Trust
Florida
$172K
SSB
593
Sandy Spring Bank
Maryland
$171K +$114K +4,362 +185%
AssetMark Inc
594
AssetMark Inc
California
$165K +$136K +5,205 +420%
MA
595
MCF Advisors
Kentucky
$163K -$1.1K -42 -0.7%
CFA
596
Carroll Financial Associates
North Carolina
$162K
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$159K +$162K +6,219 New
PCA
598
Providence Capital Advisors
North Carolina
$149K +$152K +5,832 New
CAL
599
Capital Advisors Ltd
Ohio
$146K
CDIA
600
Capital Directions Investment Advisors
Georgia
$136K