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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
751
Sound Income Strategies
Florida
$2K – – –
TFM
752
TFC Financial Management
Massachusetts
$2K – – –
DC
753
DeDora Capital
California
$2K +$1.73K +69 New
JFA
754
JNBA Financial Advisors
Minnesota
$1K -$15K -600 -93%
NC
755
NewSquare Capital
Pennsylvania
$1K -$4.51K -180 -90%
DHGWA
756
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K -$1.5K -60 -53%
CMA
757
Cedar Mountain Advisors
Oregon
$1K +$602 +24 New
NFG
758
Northeast Financial Group
Pennsylvania
– -$16.6M -620,256 Closed
MIS
759
Morningstar Investment Services
Illinois
– -$7.19M -268,233 Closed
FTS
760
Fifth Third Securities
Ohio
– -$4.49M -167,226 Closed
FVWA
761
Foster Victor Wealth Advisors
South Carolina
– -$4.08M -154,755 Closed
FC
762
Fulcrum Capital
Washington
– -$1.73M -64,389 Closed
TWP
763
Transparent Wealth Partners
Arkansas
– -$1.31M -48,918 Closed
SFS
764
Sowell Financial Services
Arkansas
– -$1.18M -44,121 Closed
PA
765
PFG Advisors
Arizona
– -$886K -33,036 Closed
AO
766
Advisor OS
Illinois
– -$808K -30,150 Closed
FPCG
767
Fort Pitt Capital Group
Pennsylvania
– -$773K -28,851 Closed
BAAM
768
Baker Avenue Asset Management
California
– -$618K -23,055 Closed
KM
769
Kalos Management
Georgia
– -$573K -20,679 Closed
BNP Paribas Financial Markets
770
BNP Paribas Financial Markets
France
– -$546K -20,382 Closed
SFG
771
SevenBridge Financial Group
Pennsylvania
– -$369K -13,755 Closed
AIA
772
Acute Investment Advisory
Arizona
– -$344K -12,837 Closed
PAS
773
Park Avenue Securities
New York
– -$322K -12,018 Closed
VFA
774
Valeo Financial Advisors
Indiana
– -$271K -10,125 Closed
Renaissance Technologies
775
Renaissance Technologies
New York
– -$257K -9,600 Closed