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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
AllSquare Wealth Management
New York
$11K -$11.3K -645 -48%
BWP
452
Baldwin Wealth Partners
Massachusetts
$11K – – –
CB
453
CNB Bank
Pennsylvania
$11K – – –
NSG
454
Nalls Sherbakoff Group
Tennessee
$11K +$11.7K +672 New
PGWM
455
Parisi Gray Wealth Management
New Jersey
$11K +$11.8K +675 New
LFG
456
LifePlan Financial Group
Ohio
$10K +$262 +15 +2%
PMFA
457
Plante Moran Financial Advisors
Michigan
$9K – – –
ME
458
McIlrath & Eck
Washington
$8K – – –
TL
459
TrueWealth LLC
Georgia
$8K – – –
GT
460
Glenmede Trust
Pennsylvania
$8K +$9.44K +540 New
1IA
461
1834 Investment Advisors
Wisconsin
$7K – – –
HCM
462
Horrell Capital Management
Arkansas
$6K – – –
WEC
463
Winslow Evans & Crocker
Massachusetts
$6K – – –
PWM
464
PRW Wealth Management
Massachusetts
$6K +$7.08K +405 New
FMP
465
Financial Management Professionals
Texas
$5K – – –
RBC
466
Roble Belko & Company
Pennsylvania
$5K – – –
SMG
467
Spectrum Management Group
Indiana
$5K – – –
GI
468
Gradient Investments
Minnesota
$5K +$4.98K +285 New
MWC
469
MKD Wealth Coaches
Michigan
$5K +$5.08K +291 New
LFG
470
Larson Financial Group
Missouri
$5K +$5.71K +327 New
BAM
471
Barrett Asset Management
New York
$4K – – –
MIM
472
Macroview Investment Management
Maryland
$4K +$52 +3 +1%
WCM
473
Whitener Capital Management
North Carolina
$4K +$577 +33 +13%
GI
474
GS Investments
Minnesota
$3.39K +$52 +3 +1%
BWA
475
Burt Wealth Advisors
Maryland
$3K – – –