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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
476
Harvest Group Wealth Management
Massachusetts
$35K -$386K -21,606 -92%
Citigroup
477
Citigroup
New York
$34K -$858 -48 -3%
BlackRock
478
BlackRock
New York
$31K +$1.98K +111 +7%
WPA
479
West Paces Advisors
Georgia
$27.7K -$1.31M -73,497 -98%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$25K – – –
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$24K -$1.82K -102 -10%
PFGIA
482
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
SIAP
483
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
WAS
484
WESPAC Advisors SoCal
California
$22K +$21.4K +1,200 New
BWA
485
BDO Wealth Advisors
Florida
$21K -$56.3K -3,150 -74%
ADL
486
Asset Dedication LLC
California
$20K – – –
QCG
487
Quadrant Capital Group
Ohio
$19K -$35.5K -1,986 -65%
FPFS
488
First Personal Financial Services
North Carolina
$19K – – –
HNB
489
Huntington National Bank
Ohio
$19K – – –
SIM
490
Sonora Investment Management
Arizona
$15K -$14.6K -819 -50%
NSIM
491
North Star Investment Management
Illinois
$15K – – –
LFG
492
LifePlan Financial Group
Ohio
$14K +$2.41K +135 +22%
PMFA
493
Plante Moran Financial Advisors
Michigan
$14K +$3.16K +177 +30%
ME
494
McIlrath & Eck
Washington
$14K +$4.56K +255 +50%
GSWM
495
Golden State Wealth Management
California
$14K +$13.2K +738 New
AWM
496
AllSquare Wealth Management
New York
$13K – – –
BWP
497
Baldwin Wealth Partners
Massachusetts
$13K – – –
MIM
498
Macroview Investment Management
Maryland
$13K +$7.99K +447 +159%
JFA
499
JNBA Financial Advisors
Minnesota
$11K +$10.7K +600 New
PGWM
500
Parisi Gray Wealth Management
New Jersey
$9K -$2.9K -162 -24%