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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
701
BCWM LLC
Kansas
– -$451K -18,195 Closed
FC
702
Ferris Capital
Massachusetts
– -$444K -17,889 Closed
KM
703
Kalos Management
Georgia
– -$412K -16,113 Closed
EAM
704
Evanson Asset Management
California
– -$363K -14,634 Closed
BL
705
Balentine LLC
Georgia
– -$329K -13,248 Closed
WA
706
WESPAC Advisors
California
– -$297K -11,979 Closed
SFS
707
Sowell Financial Services
Arkansas
– -$294K -11,358 Closed
TWM
708
TMD Wealth Management
Arizona
– -$231K -9,312 Closed
NF
709
Nikulski Financial
Iowa
– -$222K -8,955 Closed
NIC
710
Northwest Investment Counselors
Oregon
– -$164K -6,627 Closed
VFA
711
Valeo Financial Advisors
Indiana
– -$138K -5,568 Closed
GSAM
712
Grant Street Asset Management
Pennsylvania
– -$61K -2,457 Closed
CAC
713
Certified Advisory Corp
Florida
– -$57K -2,277 Closed
VCM
714
Vigilant Capital Management
Maine
– -$25K -1,005 Closed
EW
715
Evoke Wealth
California
– -$9K -375 Closed
CP
716
Corbenic Partners
Pennsylvania
– -$8K -306 Closed
SIS
717
Sound Income Strategies
Florida
– -$4.17K -168 Closed
WFA
718
West Financial Advisors
Iowa
– -$2K -90 Closed
AWM
719
Atticus Wealth Management
Florida
– +$155 +6 +100%