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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
801
Ritter Daniher Financial Advisory
Ohio
$144K – – –
OP
802
ORG Partners
Indiana
$143K +$28 +1 +0%
BONH
803
Bank of New Hampshire
New Hampshire
$142K – – –
CWP
804
Clark Wealth Partners
Illinois
$141K +$145K +5,080 New
DCM
805
Davis Capital Management
Florida
$134K – – –
KFI
806
Key Financial Inc
Pennsylvania
$134K – – –
S
807
SignatureFD
Georgia
$130K – – –
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K – – –
BlackRock
809
BlackRock
New York
$120K +$80.3K +2,819 +188%
SFC
810
SYM Financial Corp
Indiana
$119K -$64.1K -2,250 -34%
EA
811
Evolution Advisers
Virginia
$116K – – –
BF
812
BOK Financial
Oklahoma
$115K – – –
PC
813
Promus Capital
Illinois
$111K +$114K +3,996 New
FCT
814
First Community Trust
Iowa
$106K – – –
CAL
815
Capital Analysts LLC
Pennsylvania
$102K +$31.9K +1,121 +44%
WWA
816
Wingate Wealth Advisors
Massachusetts
$101K +$103K +3,632 New
CA
817
CoreCap Advisors
Michigan
$90.4K +$6.3K +221 +7%
OA
818
Operose Advisors
Wisconsin
$90.3K +$342 +12 +0.4%
CMP
819
Coston McIsaac & Partners
Maine
$84K – – –
SAM
820
Smartleaf Asset Management
Massachusetts
$82.9K +$85.4K +2,996 New
TCOV
821
Trust Company of Vermont
Vermont
$82K -$58.3K -2,045 -41%
FFA
822
Founders Financial Alliance
North Carolina
$81.5K – – –
ADL
823
Asset Dedication LLC
California
$80.1K – – –
MBFW
824
Morton Brown Family Wealth
Pennsylvania
$79.8K – – –
CIM
825
Contravisory Investment Management
Massachusetts
$79K -$7.04K -247 -8%