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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
601
NWK Group
California
$139K -$13.4K -600 -8%
SSB
602
Sandy Spring Bank
Maryland
$137K +$402 +18 +0.3%
RDFA
603
Ritter Daniher Financial Advisory
Ohio
$134K -$5.49K -246 -4%
KSWA
604
Kathleen S. Wright Associates
Pennsylvania
$133K +$26.4K +1,185 +22%
CIM
605
Contravisory Investment Management
Massachusetts
$124K +$7.43K +333 +6%
NIC
606
Northwest Investment Counselors
Oregon
$119K +$268 +12 +0.2%
DSC
607
Duncker Streett & Co
Missouri
$117K -$1.61K -72 -1%
CAL
608
Capital Advisors Ltd
Ohio
$116K – – –
FCT
609
First Community Trust
Iowa
$112K – – –
CDIA
610
Capital Directions Investment Advisors
Georgia
$107K -$118K -5,304 Closed
Bessemer Group
611
Bessemer Group
New Jersey
$107K – – –
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$104K +$67 +3 +0.1%
BONH
613
Bank of New Hampshire
New Hampshire
$103K – – –
PK
614
Pflug Koory
Nebraska
$103K +$25.3K +1,134 +29%
TSW
615
Thompson Siegel & Walmsley
Virginia
$100K +$3.81K +171 +4%
FCA
616
FinTrust Capital Advisors
South Carolina
$99K +$67 +3 +0.1%
KFI
617
Key Financial Inc
Pennsylvania
$94K – – –
IRC
618
Investors Research Corp
Georgia
$88K – – –
RWM
619
Raffa Wealth Management
District of Columbia
$84.9K +$402 +18 +0.4%
AWM
620
Abound Wealth Management
Tennessee
$84.2K -$602 -27 -0.6%
HI
621
Hudock Inc
Pennsylvania
$84K +$402 +18 +0.4%
S
622
SignatureFD
Georgia
$83K – – –
RG
623
Retirement Group
California
$82K -$31K -1,389 -25%
CL
624
COWA LLC
Oklahoma
$80K +$88.8K +3,981 New
MFA
625
McClarren Financial Advisors
Pennsylvania
$74K +$82.7K +3,708 New