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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
Raffa Wealth Management
District of Columbia
$179K +$585 +21 +0.3%
BA
777
Ballast Advisors
Minnesota
$176K -$7.83K -281 -4%
MA
778
Montag & Associates
Georgia
$174K – – –
FG
779
Fairman Group
Pennsylvania
$173K -$37K -1,330 -21%
RF
780
Robinswood Financial
Washington
$167K – – –
OCM
781
Osterweis Capital Management
California
$161K – – –
SWA
782
SOA Wealth Advisors
New York
$157K +$501 +18 +0.3%
AF
783
Advisornet Financial
Minnesota
$152K +$529 +19 +0.3%
MAFA
784
MJT & Associates Financial Advisory
Minnesota
$151K +$160K +5,760 New
DSC
785
Duncker Streett & Co
Missouri
$142K – – –
RDFA
786
Ritter Daniher Financial Advisory
Ohio
$136K -$585 -21 -0.4%
BONH
787
Bank of New Hampshire
New Hampshire
$134K – – –
NG
788
NWK Group
California
$130K -$26.6K -955 -16%
BF
789
BOK Financial
Oklahoma
$127K +$19.6K +702 +17%
DCM
790
Davis Capital Management
Florida
$127K – – –
KFI
791
Key Financial Inc
Pennsylvania
$127K – – –
PK
792
Pflug Koory
Nebraska
$126K -$37.5K -1,345 -22%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K – – –
SFC
794
SYM Financial Corp
Indiana
$113K – – –
Citigroup
795
Citigroup
New York
$112K +$103K +3,697 +647%
EA
796
Evolution Advisers
Virginia
$109K – – –
S
797
SignatureFD
Georgia
$107K -$16.6K -597 -13%
CA
798
CoreCap Advisors
Michigan
$106K +$21.5K +772 +24%
CIM
799
Contravisory Investment Management
Massachusetts
$105K +$32K +1,148 +40%
FCT
800
First Community Trust
Iowa
$100K – – –