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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
751
Evensky & Katz
Florida
$5K -$1.44K -54 -22%
BAM
752
Bellevue Asset Management
Washington
$5K
EL
753
EMFO LLC
Florida
$5K +$80 +3 +2%
CWP
754
Concord Wealth Partners
Virginia
$5K +$4.72K +177 New
NC
755
NewSquare Capital
Pennsylvania
$5K +$4.8K +180 +857%
CAAS
756
Capital Asset Advisory Services
Michigan
$3K
FFA
757
Freedman Financial Associates
Massachusetts
$3K
JWM
758
Janiczek Wealth Management
Colorado
$3K +$2.48K +93 New
SFC
759
SYM Financial Corp
Indiana
$3K +$2.8K +105 New
DHGWA
760
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.04K +114 New
CWS
761
Confluence Wealth Services
Pennsylvania
$3K +$3.92K +147 New
DI
762
Disciplined Investments
Oklahoma
$2K
FWM
763
Focused Wealth Management
New York
$2K
TFM
764
TFC Financial Management
Massachusetts
$2K
SIS
765
Sound Income Strategies
Florida
$2K +$1.76K +66 New
TC
766
TAP Consulting
Missouri
$2K +$2K +75 New
CP
767
Castleview Partners
Texas
$607 +$3.91M +146,463 New
FFG
768
Ford Financial Group
California
$8 +$8K +300 New
PFG
769
Piershale Financial Group
Illinois
-$16.1M -630,294 Closed
Jane Street
770
Jane Street
New York
-$4.73M -185,259 Closed
Citadel Advisors
771
Citadel Advisors
Florida
-$4.77M -178,977 Closed
WIC
772
Whitegate Investment Counselors
New Hampshire
-$2.42M -94,542 Closed
FTUS
773
Flow Traders U.S.
New York
-$1.68M -65,640 Closed
SAM
774
Sawgrass Asset Management
Florida
-$1.55M -60,531 Closed
GRP
775
Global Retirement Partners
California
-$1.44M -56,208 Closed