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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
926
Cornerstone Planning Group
New Jersey
$4.6K – – –
CJH
927
Christopher J. Hasenberg
Wisconsin
$4.07K +$3.83K +145 New
CCMW
928
Cypress Capital Management (Wyoming)
Wyoming
$3.96K +$3.72K +141 New
SWP
929
Strategic Wealth Partners
Ohio
$3.87K +$3.64K +138 New
OPTFSNA
930
Old Point Trust & Financial Services N A
Virginia
$3.53K – – –
BL
931
Balentine LLC
Georgia
$3.2K – – –
CVM
932
Cheviot Value Management
California
$3.06K – – –
FNWA
933
Financial Network Wealth Advisors
Utah
$2.86K – – –
KSWA
934
Kathleen S. Wright Associates
Pennsylvania
$2.78K -$41.3K -1,566 -94%
PPA
935
Painted Porch Advisors
California
$2.44K – – –
GI
936
GAMMA Investing
California
$2.05K +$1.93K +73 New
HDIM
937
Hanson & Doremus Investment Management
Vermont
$2K – – –
GK
938
Graney & King
New York
$1.85K – – –
FMP
939
Financial Management Professionals
Texas
$1.68K -$70.4K -2,670 -98%
CPBTD
940
Central Pacific Bank - Trust Division
Hawaii
$1.6K – – –
RF
941
Rossby Financial
Florida
$1.21K -$3.09K -117 -73%
Bessemer Group
942
Bessemer Group
New Jersey
$1K +$712 +27 New
NC
943
NewSquare Capital
Pennsylvania
$954 -$302K -11,459 -100%
TCM
944
TruNorth Capital Management
Michigan
$393 +$369 +14 New
TH
945
TCTC Holdings
Texas
$168 – – –
AWM
946
Abound Wealth Management
Tennessee
$163 – – –
GM
947
GeoWealth Management
Illinois
$124 +$106 +4 New
PTCG
948
Pring Turner Capital Group
California
– -$8.27M -315,482 Closed
TC
949
TownSquare Capital
Utah
– -$7.4M -282,484 Closed
SA
950
Scarborough Advisors
Maryland
– -$6.46M -246,517 Closed