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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
-$271K -10,125 Closed
Renaissance Technologies
777
Renaissance Technologies
New York
-$257K -9,600 Closed
Fisher Asset Management
778
Fisher Asset Management
Washington
-$253K -9,450 Closed
TWM
779
Thrive Wealth Management
Pennsylvania
-$250K -9,324 Closed
FWP
780
Falcon Wealth Planning
California
-$243K -9,060 Closed
WMR
781
Wealth Management Resources
Rhode Island
-$234K -8,727 Closed
MCP
782
Mirador Capital Partners
California
-$234K -8,712 Closed
COF
783
Capital One Financial
Virginia
-$226K -8,436 Closed
VBFP
784
Valtinson Bruner Financial Planning
Minnesota
-$214K -7,971 Closed
LA
785
Lifeworks Advisors
Michigan
-$208K -7,773 Closed
CPW
786
Catalyst Private Wealth
California
-$205K -7,665 Closed
AC
787
AWM Capital
Arizona
-$205K -7,632 Closed
TIM
788
Total Investment Management
Arizona
-$204K -7,602 Closed
BL
789
Balentine LLC
Georgia
-$203K -7,581 Closed
PCM
790
Palouse Capital Management
Washington
-$203K -7,560 Closed
GHA
791
GW Henssler & Associates
Georgia
-$202K -7,554 Closed
IWN
792
Independent Wealth Network
Iowa
-$201K -7,488 Closed
CCA
793
Checchi Capital Advisers
California
-$200K -7,476 Closed
CA
794
CoreCap Advisors
Michigan
-$45K -1,686 Closed
KIG
795
Kessler Investment Group
Indiana
-$30K -1,128 Closed
TC
796
Truvestments Capital
Florida
-$30K -1,122 Closed
SFPG
797
Stonebridge Financial Planning Group
Florida
-$25K -1,017 Closed
LFG
798
Leverty Financial Group
Wisconsin
-$24K -909 Closed
SMA
799
Sage Mountain Advisors
Georgia
-$16K -585 Closed
RI
800
Rinkey Investments
California
-$12K -462 Closed