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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
476
Blume Capital Management
California
$41K
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$41K
CWM
478
Cranbrook Wealth Management
Michigan
$40K
CFD
479
Creative Financial Designs
Indiana
$40K +$1.85K +99 +5%
GWS
480
Glassman Wealth Services
Virginia
$40K +$39.5K +2,109 New
ONST
481
Old North State Trust
North Carolina
$39K
PK
482
Pflug Koory
Nebraska
$37K -$1.68K -90 -4%
Citigroup
483
Citigroup
New York
$33K -$1.63K -87 -5%
MWC
484
MKD Wealth Coaches
Michigan
$32K +$25.8K +1,380 +469%
WPA
485
West Paces Advisors
Georgia
$28.5K
HGWM
486
Harvest Group Wealth Management
Massachusetts
$26K -$9.77K -522 -27%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$25K
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$24K
SIAP
489
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
JP Morgan Chase
490
JP Morgan Chase
New York
$23K +$22.6K +1,209 New
BWA
491
BDO Wealth Advisors
Florida
$21K
PMFA
492
Plante Moran Financial Advisors
Michigan
$21K +$6.57K +351 +46%
ADL
493
Asset Dedication LLC
California
$20K
QCG
494
Quadrant Capital Group
Ohio
$19K
RCAG
495
Rehmann Capital Advisory Group
Michigan
$15.6K +$9.93K +531 +182%
William Blair & Company
496
William Blair & Company
Illinois
$15K -$33.6K -1,797 -69%
LFG
497
LifePlan Financial Group
Ohio
$15K +$786 +42 +6%
UWM
498
USAdvisors Wealth Management
Minnesota
$14.1K +$7.08M +378,216 +105%
FPFS
499
First Personal Financial Services
North Carolina
$14K -$5.33K -285 -28%
ME
500
McIlrath & Eck
Washington
$14K