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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
726
Key Financial Inc
Pennsylvania
$18K – – –
JFA
727
JNBA Financial Advisors
Minnesota
$17K +$560 +21 +3%
HF
728
Halpern Financial
Virginia
$16.1K -$27.4K -1,026 -63%
BFG
729
Baron Financial Group
New Jersey
$16.1K – – –
OHWP
730
Oak Harbor Wealth Partners
North Carolina
$16K +$15.6K +585 New
SMA
731
Sage Mountain Advisors
Georgia
$16K +$15.6K +585 New
LPP
732
Life Planning Partners
Florida
$14K +$13.8K +519 New
ME
733
McIlrath & Eck
Washington
$12K -$9.76K -366 -44%
RI
734
Rinkey Investments
California
$12K +$12.3K +462 New
AW
735
Avion Wealth
Texas
$11K – – –
HCM
736
Horrell Capital Management
Arkansas
$10K – – –
SCA
737
Stonebridge Capital Advisors
Minnesota
$10K – – –
HS
738
Horan Securities
United States
$10K +$10K +375 New
Citigroup
739
Citigroup
New York
$9K -$2.4K -90 -22%
FFA
740
Founders Financial Alliance
North Carolina
$9K – – –
SC
741
Stephens Consulting
Michigan
$8.28K +$8.24K +309 New
FFG
742
Ford Financial Group
California
$8K +$8K +300 New
Simplex Trading
743
Simplex Trading
Illinois
$8K +$8K +300 New
CFCI
744
Comprehensive Financial Consultants Institutional
Indiana
$8K +$9.04K +339 New
1IA
745
1834 Investment Advisors
Wisconsin
$7K – – –
TCM
746
TD Capital Management
Tennessee
$7K – – –
SFM
747
Signet Financial Management
New Jersey
$7K +$6.56K +246 New
EFS
748
Econ Financial Services
Pennsylvania
$7K +$6.39M +239,490 New
PIP
749
Peachtree Investment Partners
Florida
$6K -$12.4K -465 -69%
GI
750
GS Investments
Minnesota
$6K +$80 +3 +1%