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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BL
901
Balentine LLC
Georgia
$2.99K
CVM
902
Cheviot Value Management
California
$2.82K +$3.01K +108 New
Franklin Resources
903
Franklin Resources
California
$2.75K +$2.92K +105 New
FNWA
904
Financial Network Wealth Advisors
Utah
$2.67K +$2.84K +102 New
PPA
905
Painted Porch Advisors
California
$2.28K
MSWA
906
Marshall & Sterling Wealth Advisors
New York
$2.14K
GK
907
Graney & King
New York
$1.73K +$1.84K +66 New
CPBTD
908
Central Pacific Bank - Trust Division
Hawaii
$1.49K
SWIM
909
Smallwood Wealth Investment Management
New Jersey
$1.05K +$1.11K +40 New
HDIM
910
Hanson & Doremus Investment Management
Vermont
$1K
TH
911
TCTC Holdings
Texas
$157
AWM
912
Abound Wealth Management
Tennessee
$151
BNP Paribas Financial Markets
913
BNP Paribas Financial Markets
France
$79 +$84 +3 New
AWM
914
Accredited Wealth Management
Kentucky
$53
GM
915
GeoWealth Management
Illinois
$11
Envestnet Portfolio Solutions
916
Envestnet Portfolio Solutions
Illinois
-$5.15M -185,819 Closed
SFA
917
Souders Financial Advisors
Ohio
-$3.77M -136,195 Closed
FVWA
918
Foster Victor Wealth Advisors
South Carolina
-$3.67M -127,427 Closed
Calamos Advisors
919
Calamos Advisors
Illinois
-$918K -33,120 Closed
QC
920
Quadrature Capital
United Kingdom
-$883K -31,863 Closed
FHB
921
First Hawaiian Bank
Hawaii
-$788K -28,446 Closed
AIP
922
Almanack Investment Partners
Pennsylvania
-$695K -25,088 Closed
HIF
923
Hill Island Financial
Michigan
-$563K -20,334 Closed
LA
924
Lindenwold Advisors
Pennsylvania
-$550K -19,845 Closed
WKSWA
925
White Knight Strategic Wealth Advisors
New Jersey
-$546K -19,708 Closed