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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
851
Tectonic Advisors
Texas
$201K +$207K +6,494 New
PWA
852
Portus Wealth Advisors
North Carolina
$199K -$57.6K -1,809 -22%
NEWAS
853
N.E.W. Advisory Services
Wisconsin
$198K -$10.3M -323,620 -98%
CA
854
CoreCap Advisors
Michigan
$197K +$23.9K +750 +13%
PK
855
Pflug Koory
Nebraska
$192K +$446 +14 +0.2%
BA
856
Ballast Advisors
Minnesota
$190K -$17.6K -553 -8%
GWSA
857
Global Wealth Strategies & Associates
Colorado
$185K -$139K -4,363 -42%
CAL
858
Capital Analysts LLC
Pennsylvania
$176K
SWM
859
SHP Wealth Management
Massachusetts
$173K +$318 +10 +0.2%
DSC
860
Duncker Streett & Co
Missouri
$168K
Vanguard Advisers Inc
861
Vanguard Advisers Inc
Pennsylvania
$163K +$168K +5,271 New
FG
862
Fairman Group
Pennsylvania
$160K +$7.77K +244 +5%
NG
863
NWK Group
California
$159K +$5.89K +185 +4%
BONH
864
Bank of New Hampshire
New Hampshire
$158K
KFI
865
Key Financial Inc
Pennsylvania
$157K
DCM
866
Davis Capital Management
Florida
$143K -$7.64K -240 -5%
RDFA
867
Ritter Daniher Financial Advisory
Ohio
$142K -$127 -4 -0.1%
GT
868
Glenmede Trust
Pennsylvania
$138K -$7.96K -250 -5%
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
CT
870
Coastline Trust
Rhode Island
$134K +$137K +4,315 New
S
871
SignatureFD
Georgia
$131K
EA
872
Evolution Advisers
Virginia
$129K
BF
873
BOK Financial
Oklahoma
$128K
MAFA
874
MJT & Associates Financial Advisory
Minnesota
$123K
SGK
875
Steigerwald Gordon & Koch
Virginia
$121K