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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Meridian Wealth Management
Kentucky
$13.6K -$130K -6,966 -9%
AWM
502
AllSquare Wealth Management
New York
$13K
BWP
503
Baldwin Wealth Partners
Massachusetts
$13K
HS
504
Horan Securities
United States
$12K +$12.2K +651 New
JFA
505
JNBA Financial Advisors
Minnesota
$11K
CTC
506
Central Trust Company
Missouri
$11K +$10.7K +570 New
Deutsche Bank
507
Deutsche Bank
Germany
$11K +$11.1K +594 New
TF
508
TimeScale Financial
Massachusetts
$10K +$10.1K +540 New
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$9K -$16.5K -882 -65%
MIM
510
Macroview Investment Management
Maryland
$9K -$4.66K -249 -34%
TL
511
TrueWealth LLC
Georgia
$9K
1IA
512
1834 Investment Advisors
Wisconsin
$8K
GI
513
Gradient Investments
Minnesota
$8K
VCM
514
Versant Capital Management
Arizona
$8K
HCM
515
Horrell Capital Management
Arkansas
$7K
LFG
516
Larson Financial Group
Missouri
$6K -$393 -21 -6%
RBC
517
Roble Belko & Company
Pennsylvania
$6K
SMG
518
Spectrum Management Group
Indiana
$6K
WEC
519
Winslow Evans & Crocker
Massachusetts
$6K
WCM
520
Whitener Capital Management
North Carolina
$6K +$505 +27 +8%
TFA
521
Transamerica Financial Advisors
Florida
$6K +$5.89K +315 New
NDSI
522
Newman Dignan & Sheerar Inc
Rhode Island
$5.83K -$208K -11,118 -3%
GSWM
523
Golden State Wealth Management
California
$5K -$8.59K -459 -62%
BEI
524
Benjamin Edwards Inc
Missouri
$5K +$5.22K +279 New
BAM
525
Barrett Asset Management
New York
$4K