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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
726
SYM Financial Corp
Indiana
$203K -$168K -6,435 -45%
CIC
727
Carnegie Investment Counsel
Ohio
$201K +$4.95K +189 +3%
GWS
728
Glassman Wealth Services
Virginia
$200K +$139K +5,319 +221%
KeyBank National Association
729
KeyBank National Association
Ohio
$200K -$4.71K -180 -2%
FMN
730
Financial Management Network
California
$200K -$11.5K -438 -5%
DF
731
DecisionPoint Financial
Arizona
$199K +$628 +24 +0.3%
CPG
732
Custom Portfolio Group
Colorado
$174K – – –
MA
733
Montag & Associates
Georgia
$173K – – –
RF
734
Robinswood Financial
Washington
$158K +$159K +6,078 New
GT
735
Glenmede Trust
Pennsylvania
$156K +$158K +6,024 New
FG
736
Fairman Group
Pennsylvania
$153K +$9.97K +381 +7%
SWA
737
SOA Wealth Advisors
New York
$153K – – –
DSC
738
Duncker Streett & Co
Missouri
$141K – – –
RDFA
739
Ritter Daniher Financial Advisory
Ohio
$135K – – –
NG
740
NWK Group
California
$134K – – –
BONH
741
Bank of New Hampshire
New Hampshire
$133K – – –
OP
742
ORG Partners
Indiana
$133K +$135K +5,154 New
DCM
743
Davis Capital Management
Florida
$127K – – –
KFI
744
Key Financial Inc
Pennsylvania
$126K – – –
S
745
SignatureFD
Georgia
$122K – – –
SL
746
Salomon & Ludwin
Virginia
$117K – – –
RWM
747
Raffa Wealth Management
District of Columbia
$112K – – –
PO
748
Private Ocean
California
$108K +$66.6K +2,547 +156%
EA
749
Evolution Advisers
Virginia
$108K – – –
FCA
750
FinTrust Capital Advisors
South Carolina
$101K -$2.75K -105 -3%