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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
651
Corbenic Partners
Pennsylvania
$8K +$7.42K +306 New
1IA
652
1834 Investment Advisors
Wisconsin
$7K
CCP
653
Clarkston Capital Partners
Michigan
$7K +$7.35K +303 New
EK
654
Evensky & Katz
Florida
$6K
GT
655
Glenmede Trust
Pennsylvania
$5K -$7.28K -300 -56%
CAAS
656
Capital Asset Advisory Services
Michigan
$5K -$4.8K -198 -50%
BAM
657
Bellevue Asset Management
Washington
$5K
MA
658
MBA Advisors
Pennsylvania
$4.74K +$4.64M +191,136 New
SIS
659
Sound Income Strategies
Florida
$4.17K +$4.08K +168 New
AF
660
Allworth Financial
California
$4K -$8.3K -342 -70%
Rockefeller Capital Management
661
Rockefeller Capital Management
New York
$4K +$4.15K +171 New
FMP
662
Financial Management Professionals
Texas
$3K -$8.73K -360 -74%
DI
663
Disciplined Investments
Oklahoma
$2K
FWM
664
Focused Wealth Management
New York
$2K
TFM
665
TFC Financial Management
Massachusetts
$2K
WFA
666
West Financial Advisors
Iowa
$2K
1WM
667
1900 Wealth Management
Texas
$1.71K -$94.5K -3,894 -5%
PWM
668
Provident Wealth Management
Tennessee
$1K -$1.38K -57 -56%
NC
669
NewSquare Capital
Pennsylvania
$1K
FFN
670
Focus Financial Network
Minnesota
-$18.9M -832,194 Closed
ABC
671
Associated Banc-Corp
Wisconsin
-$3.32M -145,944 Closed
LWM
672
Laidlaw Wealth Management
New York
-$1.54M -67,959 Closed
Citadel Advisors
673
Citadel Advisors
Florida
-$1.33M -58,446 Closed
SP
674
SWS Partners
Ohio
-$813K -35,793 Closed
SF
675
Synovus Financial
Georgia
-$650K -28,590 Closed