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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
851
Central Pacific Bank - Trust Division
Hawaii
$1.48K – – –
WWP
852
WR Wealth Planners
Missouri
$1.4K +$1.41K +54 New
HDIM
853
Hanson & Doremus Investment Management
Vermont
$1K – – –
AWM
854
Abound Wealth Management
Tennessee
$843 – – –
JFA
855
JNBA Financial Advisors
Minnesota
$545 – – –
DWM
856
Dogwood Wealth Management
Kansas
$544 +$78 +3 +17%
SFC
857
Strategic Financial Concepts
Texas
$484 +$3.06M +117,006 New
NC
858
NewSquare Capital
Pennsylvania
$233 – – –
SIS
859
Sound Income Strategies
Florida
$233 – – –
TH
860
TCTC Holdings
Texas
$156 +$157 +6 New
CWM
861
Campbell Wealth Management
Virginia
– -$22.1M -814,944 Closed
LNC
862
Lincoln National Corp
Pennsylvania
– -$5.89M -216,942 Closed
OFS
863
OneAscent Financial Services
Alabama
– -$5.17M -190,311 Closed
SFMG
864
Sage Financial Management Group
Virginia
– -$4M -147,447 Closed
FVWA
865
Foster Victor Wealth Advisors
South Carolina
– -$3.71M -140,862 Closed
SPP
866
Single Point Partners
Massachusetts
– -$3.6M -132,576 Closed
FTUS
867
Flow Traders U.S.
New York
– -$2.83M -104,394 Closed
BWM
868
BCS Wealth Management
Tennessee
– -$2.43M -89,628 Closed
FA
869
Fiducient Advisors
Illinois
– -$2.28M -84,108 Closed
FA
870
Fagan Associates
New York
– -$1.6M -59,037 Closed
CBFP
871
Cedar Brook Financial Partners
Ohio
– -$1.53M -56,445 Closed
TRCT
872
Tower Research Capital (TRC)
New York
– -$1.25M -46,068 Closed
Jane Street
873
Jane Street
New York
– -$1.12M -41,367 Closed
NL
874
NWAM LLC
Washington
– -$894K -33,870 Closed
WAM
875
Worth Asset Management
Texas
– -$853K -31,428 Closed