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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
476
West Paces Advisors
Georgia
$27.7K -$1.31M -73,497 -98%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$25K
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$24K -$1.82K -102 -10%
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$24K
SIAP
480
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
WAS
481
WESPAC Advisors SoCal
California
$22K +$21.4K +1,200 New
BWA
482
BDO Wealth Advisors
Florida
$21K -$56.3K -3,150 -74%
ADL
483
Asset Dedication LLC
California
$20K
QCG
484
Quadrant Capital Group
Ohio
$19K -$35.5K -1,986 -65%
FPFS
485
First Personal Financial Services
North Carolina
$19K
HNB
486
Huntington National Bank
Ohio
$19K
SIM
487
Sonora Investment Management
Arizona
$15K -$14.6K -819 -50%
NSIM
488
North Star Investment Management
Illinois
$15K
LFG
489
LifePlan Financial Group
Ohio
$14K +$2.41K +135 +22%
PMFA
490
Plante Moran Financial Advisors
Michigan
$14K +$3.16K +177 +30%
ME
491
McIlrath & Eck
Washington
$14K +$4.56K +255 +50%
GSWM
492
Golden State Wealth Management
California
$14K +$13.2K +738 New
AWM
493
AllSquare Wealth Management
New York
$13K
BWP
494
Baldwin Wealth Partners
Massachusetts
$13K
MIM
495
Macroview Investment Management
Maryland
$13K +$7.99K +447 +159%
CF
496
Centaurus Financial
California
$11.4K +$23.6K +1,320 +233%
JFA
497
JNBA Financial Advisors
Minnesota
$11K +$10.7K +600 New
PGWM
498
Parisi Gray Wealth Management
New Jersey
$9K -$2.9K -162 -24%
TL
499
TrueWealth LLC
Georgia
$9K
1IA
500
1834 Investment Advisors
Wisconsin
$8K -$804 -45 -10%