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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
726
Carnegie Investment Counsel
Ohio
$201K +$4.95K +189 +3%
GWS
727
Glassman Wealth Services
Virginia
$200K +$139K +5,319 +221%
KeyBank National Association
728
KeyBank National Association
Ohio
$200K -$4.71K -180 -2%
FMN
729
Financial Management Network
California
$200K -$11.5K -438 -5%
DF
730
DecisionPoint Financial
Arizona
$199K +$628 +24 +0.3%
CPG
731
Custom Portfolio Group
Colorado
$174K
MA
732
Montag & Associates
Georgia
$173K
RF
733
Robinswood Financial
Washington
$158K +$159K +6,078 New
GT
734
Glenmede Trust
Pennsylvania
$156K +$158K +6,024 New
FG
735
Fairman Group
Pennsylvania
$153K +$9.97K +381 +7%
SWA
736
SOA Wealth Advisors
New York
$153K
DSC
737
Duncker Streett & Co
Missouri
$141K
RDFA
738
Ritter Daniher Financial Advisory
Ohio
$135K
NG
739
NWK Group
California
$134K
BONH
740
Bank of New Hampshire
New Hampshire
$133K
OP
741
ORG Partners
Indiana
$133K +$135K +5,154 New
DCM
742
Davis Capital Management
Florida
$127K
KFI
743
Key Financial Inc
Pennsylvania
$126K
S
744
SignatureFD
Georgia
$122K
SL
745
Salomon & Ludwin
Virginia
$117K
RWM
746
Raffa Wealth Management
District of Columbia
$112K
PO
747
Private Ocean
California
$108K +$66.6K +2,547 +156%
EA
748
Evolution Advisers
Virginia
$108K
FCA
749
FinTrust Capital Advisors
South Carolina
$101K -$2.75K -105 -3%
CP
750
Camelot Portfolios
Ohio
$101K +$102K +3,900 New