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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
476
Sandy Spring Bank
Maryland
$44K -$5.16K -276 -11%
BlackRock
477
BlackRock
New York
$44K +$12.5K +666 +40%
ESB
478
Essex Savings Bank
Connecticut
$43K +$42.7K +2,280 New
LDFR
479
Lehman & Derafelo Financial Resources
Pennsylvania
$41K -$168 -9 -0.4%
BCM
480
Blume Capital Management
California
$41K – – –
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$41K – – –
CWM
482
Cranbrook Wealth Management
Michigan
$40K – – –
CFD
483
Creative Financial Designs
Indiana
$40K +$1.85K +99 +5%
GWS
484
Glassman Wealth Services
Virginia
$40K +$39.5K +2,109 New
ONST
485
Old North State Trust
North Carolina
$39K – – –
PK
486
Pflug Koory
Nebraska
$37K -$1.68K -90 -4%
Citigroup
487
Citigroup
New York
$33K -$1.63K -87 -5%
MWC
488
MKD Wealth Coaches
Michigan
$32K +$25.8K +1,380 +469%
WPA
489
West Paces Advisors
Georgia
$28.5K – – –
HGWM
490
Harvest Group Wealth Management
Massachusetts
$26K -$9.77K -522 -27%
PFGIA
491
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
SIAP
493
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
JP Morgan Chase
494
JP Morgan Chase
New York
$23K +$22.6K +1,209 New
BWA
495
BDO Wealth Advisors
Florida
$21K – – –
PMFA
496
Plante Moran Financial Advisors
Michigan
$21K +$6.57K +351 +46%
ADL
497
Asset Dedication LLC
California
$20K – – –
QCG
498
Quadrant Capital Group
Ohio
$19K – – –
RCAG
499
Rehmann Capital Advisory Group
Michigan
$15.6K +$9.93K +531 +182%
William Blair & Company
500
William Blair & Company
Illinois
$15K -$33.6K -1,797 -69%