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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
Montag & Associates
Georgia
$174K
FG
777
Fairman Group
Pennsylvania
$173K -$37K -1,330 -21%
RF
778
Robinswood Financial
Washington
$167K
OCM
779
Osterweis Capital Management
California
$161K
SWA
780
SOA Wealth Advisors
New York
$157K +$501 +18 +0.3%
AF
781
Advisornet Financial
Minnesota
$152K +$529 +19 +0.3%
MAFA
782
MJT & Associates Financial Advisory
Minnesota
$151K +$160K +5,760 New
DSC
783
Duncker Streett & Co
Missouri
$142K
RDFA
784
Ritter Daniher Financial Advisory
Ohio
$136K -$585 -21 -0.4%
BONH
785
Bank of New Hampshire
New Hampshire
$134K
NG
786
NWK Group
California
$130K -$26.6K -955 -16%
BF
787
BOK Financial
Oklahoma
$127K +$19.6K +702 +17%
DCM
788
Davis Capital Management
Florida
$127K
KFI
789
Key Financial Inc
Pennsylvania
$127K
PK
790
Pflug Koory
Nebraska
$126K -$37.5K -1,345 -22%
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
SFC
792
SYM Financial Corp
Indiana
$113K
Citigroup
793
Citigroup
New York
$112K +$103K +3,697 +647%
EA
794
Evolution Advisers
Virginia
$109K
S
795
SignatureFD
Georgia
$107K -$16.6K -597 -13%
CA
796
CoreCap Advisors
Michigan
$106K +$21.5K +772 +24%
CIM
797
Contravisory Investment Management
Massachusetts
$105K +$32K +1,148 +40%
FCT
798
First Community Trust
Iowa
$100K
CAL
799
Capital Analysts LLC
Pennsylvania
$96K
SIS
800
Sound Income Strategies
Florida
$93.6K +$41.4K +1,488 +71%