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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
651
HC Financial Advisors
California
$24K -$22.8K -882 -49%
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
AAP
653
Arax Advisory Partners
Colorado
$24K +$24.3K +939 New
LCM
654
Logan Capital Management
Pennsylvania
$23K -$2.79K -108 -11%
Fifth Third Bancorp
655
Fifth Third Bancorp
Ohio
$23K – – –
PO
656
Private Ocean
California
$23K – – –
ME
657
McIlrath & Eck
Washington
$22K – – –
YAL
658
Your Advocates Ltd
Texas
$22K – – –
LDFR
659
Lehman & Derafelo Financial Resources
Pennsylvania
$19K -$13.1K -507 -41%
PIP
660
Peachtree Investment Partners
Florida
$19K -$3.87K -150 -17%
William Blair & Company
661
William Blair & Company
Illinois
$18K -$1.86K -72 -10%
NFSG
662
Newbridge Financial Services Group
Florida
$18K +$77 +3 +0.4%
GIA
663
Goodwin Investment Advisory
Georgia
$18K +$18.2K +705 New
KFI
664
Key Financial Inc
Pennsylvania
$17K – – –
JFA
665
JNBA Financial Advisors
Minnesota
$16K – – –
BFG
666
Baron Financial Group
New Jersey
$15.7K – – –
PMAS
667
PNC Managed Account Solutions
Texas
$14K +$13.4K +519 New
BWA
668
BDO Wealth Advisors
Florida
$13K – – –
TPCW
669
TD Private Client Wealth
New York
$11.3K -$33.4K -1,293 -75%
GWS
670
Glassman Wealth Services
Virginia
$11K – – –
SCA
671
Stonebridge Capital Advisors
Minnesota
$10K – – –
FFA
672
Founders Financial Alliance
North Carolina
$9K -$24.7K -957 -74%
HCM
673
Horrell Capital Management
Arkansas
$9K – – –
PMFA
674
Plante Moran Financial Advisors
Michigan
$9K – – –
CCP
675
Clarkston Capital Partners
Michigan
$8K – – –