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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
801
ORG Partners
Indiana
$143K +$28 +1 +0%
BONH
802
Bank of New Hampshire
New Hampshire
$142K
CWP
803
Clark Wealth Partners
Illinois
$141K +$145K +5,080 New
DCM
804
Davis Capital Management
Florida
$134K
KFI
805
Key Financial Inc
Pennsylvania
$134K
S
806
SignatureFD
Georgia
$130K
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K
BlackRock
808
BlackRock
New York
$120K +$80.3K +2,819 +188%
SFC
809
SYM Financial Corp
Indiana
$119K -$64.1K -2,250 -34%
EA
810
Evolution Advisers
Virginia
$116K
BF
811
BOK Financial
Oklahoma
$115K
PC
812
Promus Capital
Illinois
$111K +$114K +3,996 New
FCT
813
First Community Trust
Iowa
$106K
CAL
814
Capital Analysts LLC
Pennsylvania
$102K +$31.9K +1,121 +44%
WWA
815
Wingate Wealth Advisors
Massachusetts
$101K +$103K +3,632 New
CA
816
CoreCap Advisors
Michigan
$90.4K +$6.3K +221 +7%
OA
817
Operose Advisors
Wisconsin
$90.3K +$342 +12 +0.4%
CMP
818
Coston McIsaac & Partners
Maine
$84K
SAM
819
Smartleaf Asset Management
Massachusetts
$82.9K +$85.4K +2,996 New
TCOV
820
Trust Company of Vermont
Vermont
$82K -$58.3K -2,045 -41%
FFA
821
Founders Financial Alliance
North Carolina
$81.5K
ADL
822
Asset Dedication LLC
California
$80.1K
MBFW
823
Morton Brown Family Wealth
Pennsylvania
$79.8K
CIM
824
Contravisory Investment Management
Massachusetts
$79K -$7.04K -247 -8%
BTI
825
Blue Trust Inc
Georgia
$77.9K -$96.1K -3,371 -55%