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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
851
WR Wealth Planners
Missouri
$1.4K +$1.41K +54 New
HDIM
852
Hanson & Doremus Investment Management
Vermont
$1K
AWM
853
Abound Wealth Management
Tennessee
$843
JFA
854
JNBA Financial Advisors
Minnesota
$545
DWM
855
Dogwood Wealth Management
Kansas
$544 +$78 +3 +17%
SFC
856
Strategic Financial Concepts
Texas
$484 +$3.06M +117,006 New
NC
857
NewSquare Capital
Pennsylvania
$233
SIS
858
Sound Income Strategies
Florida
$233
TH
859
TCTC Holdings
Texas
$156 +$157 +6 New
CWM
860
Campbell Wealth Management
Virginia
-$22.1M -814,944 Closed
LNC
861
Lincoln National Corp
Pennsylvania
-$5.89M -216,942 Closed
OFS
862
OneAscent Financial Services
Alabama
-$5.17M -190,311 Closed
SFMG
863
Sage Financial Management Group
Virginia
-$4M -147,447 Closed
FVWA
864
Foster Victor Wealth Advisors
South Carolina
-$3.71M -140,862 Closed
SPP
865
Single Point Partners
Massachusetts
-$3.6M -132,576 Closed
FTUS
866
Flow Traders U.S.
New York
-$2.83M -104,394 Closed
BWM
867
BCS Wealth Management
Tennessee
-$2.43M -89,628 Closed
FA
868
Fiducient Advisors
Illinois
-$2.28M -84,108 Closed
FA
869
Fagan Associates
New York
-$1.6M -59,037 Closed
GAA
870
Global Assets Advisory
Florida
-$242K -58,776 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