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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
626
Ritter Daniher Financial Advisory
Ohio
$215K
VBFP
627
Valtinson Bruner Financial Planning
Minnesota
$214K
FMN
628
Financial Management Network
California
$214K +$720 +27 +0.3%
AWA
629
Arete Wealth Advisors
Illinois
$214K +$213K +7,983 New
SI
630
Shaker Investments
Ohio
$213K +$240 +9 +0.1%
B
631
Bellecapital
Switzerland
$212K
FM
632
Family Management
New York
$212K
DSC
633
Duncker Streett & Co
Missouri
$211K +$320 +12 +0.2%
LA
634
Lifeworks Advisors
Michigan
$208K +$207K +7,773 New
SCA
635
Snowden Capital Advisors
New York
$208K +$207K +7,776 New
OCM
636
Orser Capital Management
Texas
$205K -$102K -3,834 -33%
AC
637
AWM Capital
Arizona
$205K
CPW
638
Catalyst Private Wealth
California
$205K +$204K +7,665 New
EWM
639
Evermay Wealth Management
Virginia
$204K -$3.6K -135 -2%
BAM
640
Barrett Asset Management
New York
$204K
TIM
641
Total Investment Management
Arizona
$204K +$203K +7,602 New
BL
642
Balentine LLC
Georgia
$203K
PCM
643
Palouse Capital Management
Washington
$203K +$202K +7,560 New
GHA
644
GW Henssler & Associates
Georgia
$202K +$201K +7,554 New
NG
645
NWK Group
California
$201K -$52K -1,950 -21%
IWN
646
Independent Wealth Network
Iowa
$201K +$200K +7,488 New
US Bancorp
647
US Bancorp
Minnesota
$200K -$127K -4,758 -39%
CCA
648
Checchi Capital Advisers
California
$200K +$199K +7,476 New
BW
649
Bison Wealth
Georgia
$192K -$512K -19,191 -73%
CT
650
Caldwell Trust
Florida
$181K