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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
401
Simon Quick Advisors
New Jersey
$86K -$38.2K -2,184 -29%
TWA
402
TCI Wealth Advisors
Arizona
$82K +$89.5K +5,121 New
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K +$80.4K +4,599 New
OAM
404
Oppenheimer Asset Management
New York
$71K +$78K +4,464 New
CDIA
405
Capital Directions Investment Advisors
Georgia
$70K
BWA
406
BDO Wealth Advisors
Florida
$68K -$11.7K -672 -14%
OIA
407
Optimum Investment Advisors
Illinois
$67K +$10.1K +579 +16%
CAC
408
Certified Advisory Corp
Florida
$63K +$1.26K +72 +2%
VCM
409
Vigilant Capital Management
Maine
$63K +$69.2K +3,960 New
TSW
410
Thompson Siegel & Walmsley
Virginia
$62K
CWM
411
Cranbrook Wealth Management
Michigan
$61K
EI
412
Ellevest Inc
New York
$55K +$60.6K +3,471 New
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$54K -$75.6K -4,326 -57%
FHA
414
First Horizon Advisors
Tennessee
$52K
CAL
415
Capital Advisors Ltd
Ohio
$50K +$55.1K +3,153 New
CCMW
416
Cypress Capital Management (Wyoming)
Wyoming
$49K -$2.55M -146,184 -98%
QCG
417
Quadrant Capital Group
Ohio
$47K +$53K +3,036 New
WCM
418
WealthBridge Capital Management
Ohio
$46K +$49.8K +2,850 New
PG
419
Patten Group
Tennessee
$43K -$2.31K -132 -5%
FIB
420
First Interstate Bank
Montana
$43K
William Blair & Company
421
William Blair & Company
Illinois
$42K +$31.9K +1,824 +234%
GRP
422
Global Retirement Partners
California
$41K -$41.3K -2,361 -48%
CIAS
423
Capital Investment Advisory Services
North Carolina
$40K +$43.6K +2,493 New
CFD
424
Creative Financial Designs
Indiana
$37K +$1.94K +111 +5%
LC
425
Lavaca Capital
Texas
$36K +$39.2K +2,244 New