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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$95K +$114 +6 +0.1%
CDIA
377
Capital Directions Investment Advisors
Georgia
$84K – – –
TSW
378
Thompson Siegel & Walmsley
Virginia
$75K +$22.9K +1,200 +44%
CAC
379
Certified Advisory Corp
Florida
$74K +$12.4K +651 +20%
CWM
380
Cranbrook Wealth Management
Michigan
$73K – – –
OIA
381
Optimum Investment Advisors
Illinois
$70K +$69K +3,621 New
CCM
382
Covington Capital Management
California
$65K -$27K -1,419 -30%
FHA
383
Flagship Harbor Advisors
Massachusetts
$65K -$9.72K -510 -13%
UBS AM
384
UBS AM
Illinois
$62.8K +$62K +3,255 New
FHA
385
First Horizon Advisors
Tennessee
$62K +$40.9K +2,148 +191%
MWM
386
MinichMacGregor Wealth Management
New York
$60K – – –
PG
387
Patten Group
Tennessee
$54K -$57 -3 -0.1%
FIB
388
First Interstate Bank
Montana
$52K – – –
CFD
389
Creative Financial Designs
Indiana
$43K +$34.7K +1,821 +467%
MSFP
390
Mark Sheptoff Financial Planning
Connecticut
$42K – – –
BCM
391
Blume Capital Management
California
$41K – – –
PA
392
Parallel Advisors
California
$38K +$7.89K +414 +26%
DPA
393
Delphi Private Advisors
California
$35K – – –
SSB
394
Sandy Spring Bank
Maryland
$35K – – –
PWAG
395
Polaris Wealth Advisory Group
California
$35K +$13.9K +732 +69%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$35K +$34.7K +1,821 New
Citigroup
397
Citigroup
New York
$34K -$1.49K -78 -4%
RFC
398
Regions Financial Corp
Alabama
$33K – – –
BlackRock
399
BlackRock
New York
$32K +$57 +3 +0.2%
SIM
400
Sonora Investment Management
Arizona
$32K +$31.3K +1,641 New