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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
851
Walkner Condon Financial Advisors
Wisconsin
$203K +$209K +6,554 New
TCM
852
TruNorth Capital Management
Michigan
$202K +$207K +6,513 New
TA
853
Tectonic Advisors
Texas
$201K +$207K +6,494 New
PWA
854
Portus Wealth Advisors
North Carolina
$199K -$57.6K -1,809 -22%
NEWAS
855
N.E.W. Advisory Services
Wisconsin
$198K -$10.3M -323,620 -98%
CA
856
CoreCap Advisors
Michigan
$197K +$23.9K +750 +13%
PK
857
Pflug Koory
Nebraska
$192K +$446 +14 +0.2%
BA
858
Ballast Advisors
Minnesota
$190K -$17.6K -553 -8%
GWSA
859
Global Wealth Strategies & Associates
Colorado
$185K -$139K -4,363 -42%
CAL
860
Capital Analysts LLC
Pennsylvania
$176K – – –
SWM
861
SHP Wealth Management
Massachusetts
$173K +$318 +10 +0.2%
DSC
862
Duncker Streett & Co
Missouri
$168K – – –
Vanguard Advisers Inc
863
Vanguard Advisers Inc
Pennsylvania
$163K +$168K +5,271 New
FG
864
Fairman Group
Pennsylvania
$160K +$7.77K +244 +5%
NG
865
NWK Group
California
$159K +$5.89K +185 +4%
BONH
866
Bank of New Hampshire
New Hampshire
$158K – – –
KFI
867
Key Financial Inc
Pennsylvania
$157K – – –
WAU
868
Wellington-Altus USA
Manitoba, Canada
$150K – – –
DCM
869
Davis Capital Management
Florida
$143K -$7.64K -240 -5%
RDFA
870
Ritter Daniher Financial Advisory
Ohio
$142K -$127 -4 -0.1%
GT
871
Glenmede Trust
Pennsylvania
$138K -$7.96K -250 -5%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K – – –
CT
873
Coastline Trust
Rhode Island
$134K +$137K +4,315 New
S
874
SignatureFD
Georgia
$131K – – –
EA
875
Evolution Advisers
Virginia
$129K – – –