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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
751
Financial Management Professionals
Texas
$6K +$2.4K +90 +70%
EK
752
Evensky & Katz
Florida
$5K -$1.44K -54 -22%
BAM
753
Bellevue Asset Management
Washington
$5K – – –
EL
754
EMFO LLC
Florida
$5K +$80 +3 +2%
CWP
755
Concord Wealth Partners
Virginia
$5K +$4.72K +177 New
NC
756
NewSquare Capital
Pennsylvania
$5K +$4.8K +180 +857%
CAAS
757
Capital Asset Advisory Services
Michigan
$3K – – –
FFA
758
Freedman Financial Associates
Massachusetts
$3K – – –
JWM
759
Janiczek Wealth Management
Colorado
$3K +$2.48K +93 New
SFC
760
SYM Financial Corp
Indiana
$3K +$2.8K +105 New
DHGWA
761
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3.04K +114 New
CWS
762
Confluence Wealth Services
Pennsylvania
$3K +$3.92K +147 New
DI
763
Disciplined Investments
Oklahoma
$2K – – –
FWM
764
Focused Wealth Management
New York
$2K – – –
TFM
765
TFC Financial Management
Massachusetts
$2K – – –
SIS
766
Sound Income Strategies
Florida
$2K +$1.76K +66 New
TC
767
TAP Consulting
Missouri
$2K +$2K +75 New
PFG
768
Piershale Financial Group
Illinois
– -$16.1M -630,294 Closed
Jane Street
769
Jane Street
New York
– -$4.73M -185,259 Closed
Citadel Advisors
770
Citadel Advisors
Florida
– -$4.77M -178,977 Closed
WIC
771
Whitegate Investment Counselors
New Hampshire
– -$2.42M -94,542 Closed
FTUS
772
Flow Traders U.S.
New York
– -$1.68M -65,640 Closed
SAM
773
Sawgrass Asset Management
Florida
– -$1.55M -60,531 Closed
GRP
774
Global Retirement Partners
California
– -$1.44M -56,208 Closed
JP Morgan Chase
775
JP Morgan Chase
New York
– -$941K -36,810 Closed