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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
651
Stonebridge Capital Advisors
Minnesota
$9K +$8.88K +366 New
EW
652
Evoke Wealth
California
$9K +$9.1K +375 New
CP
653
Corbenic Partners
Pennsylvania
$8K +$7.42K +306 New
1IA
654
1834 Investment Advisors
Wisconsin
$7K – – –
CCP
655
Clarkston Capital Partners
Michigan
$7K +$7.35K +303 New
EK
656
Evensky & Katz
Florida
$6K – – –
GT
657
Glenmede Trust
Pennsylvania
$5K -$7.28K -300 -56%
CAAS
658
Capital Asset Advisory Services
Michigan
$5K -$4.8K -198 -50%
BAM
659
Bellevue Asset Management
Washington
$5K – – –
SIS
660
Sound Income Strategies
Florida
$4.17K +$4.08K +168 New
AF
661
Allworth Financial
California
$4K -$8.3K -342 -70%
Rockefeller Capital Management
662
Rockefeller Capital Management
New York
$4K +$4.15K +171 New
FMP
663
Financial Management Professionals
Texas
$3K -$8.73K -360 -74%
DI
664
Disciplined Investments
Oklahoma
$2K – – –
FWM
665
Focused Wealth Management
New York
$2K – – –
TFM
666
TFC Financial Management
Massachusetts
$2K – – –
WFA
667
West Financial Advisors
Iowa
$2K – – –
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