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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
401
Duncker Streett & Co
Missouri
$104K +$681 +39 +0.6%
Fidelity Investments
402
Fidelity Investments
Massachusetts
$92K -$4.3K -246 -4%
SQA
403
Simon Quick Advisors
New Jersey
$86K -$38.2K -2,184 -29%
TWA
404
TCI Wealth Advisors
Arizona
$82K +$89.5K +5,121 New
LWANC
405
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K +$80.4K +4,599 New
OAM
406
Oppenheimer Asset Management
New York
$71K +$78K +4,464 New
CDIA
407
Capital Directions Investment Advisors
Georgia
$70K – – –
BWA
408
BDO Wealth Advisors
Florida
$68K -$11.7K -672 -14%
OIA
409
Optimum Investment Advisors
Illinois
$67K +$10.1K +579 +16%
CAC
410
Certified Advisory Corp
Florida
$63K +$1.26K +72 +2%
VCM
411
Vigilant Capital Management
Maine
$63K +$69.2K +3,960 New
TSW
412
Thompson Siegel & Walmsley
Virginia
$62K – – –
CWM
413
Cranbrook Wealth Management
Michigan
$61K – – –
EI
414
Ellevest Inc
New York
$55K +$60.6K +3,471 New
Bank of Montreal
415
Bank of Montreal
Ontario, Canada
$54K -$75.6K -4,326 -57%
FHA
416
First Horizon Advisors
Tennessee
$52K – – –
CAL
417
Capital Advisors Ltd
Ohio
$50K +$55.1K +3,153 New
CCMW
418
Cypress Capital Management (Wyoming)
Wyoming
$49K -$2.55M -146,184 -98%
QCG
419
Quadrant Capital Group
Ohio
$47K +$53K +3,036 New
WCM
420
WealthBridge Capital Management
Ohio
$46K +$49.8K +2,850 New
PG
421
Patten Group
Tennessee
$43K -$2.31K -132 -5%
FIB
422
First Interstate Bank
Montana
$43K – – –
William Blair & Company
423
William Blair & Company
Illinois
$42K +$31.9K +1,824 +234%
GRP
424
Global Retirement Partners
California
$41K -$41.3K -2,361 -48%
CIAS
425
Capital Investment Advisory Services
North Carolina
$40K +$43.6K +2,493 New