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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$37K +$16.1K +852 +77%
LDFR
502
Lehman & Derafelo Financial Resources
Pennsylvania
$35K -$5.44K -288 -14%
CMBA
503
C.M. Bidwell & Associates
Hawaii
$33K -$263K -13,920 -89%
HPC
504
HM Payson & Co
Maine
$30K +$29.8K +1,575 New
CFA
505
Carroll Financial Associates
North Carolina
$28K -$52.8K -2,793 -65%
GWS
506
Glassman Wealth Services
Virginia
$28K -$11.3K -597 -28%
SB
507
Strategic Blueprint
Georgia
$28K +$28.3K +1,500 New
PFGIA
508
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
IRC
510
Investors Research Corp
Georgia
$24K +$22.3K +1,182 +1,094%
JP Morgan Chase
511
JP Morgan Chase
New York
$23K – – –
SIAP
512
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
BWA
513
BDO Wealth Advisors
Florida
$21K – – –
EI
514
Ellevest Inc
New York
$19K -$41.9K -2,220 -69%
QCG
515
Quadrant Capital Group
Ohio
$19K – – –
QCMC
516
Quantum Capital Management (California)
California
$18K +$18.4K +975 New
PO
517
Private Ocean
California
$17K +$16.4K +870 +4,143%
NSIM
518
North Star Investment Management
Illinois
$16K +$15.6K +825 New
William Blair & Company
519
William Blair & Company
Illinois
$15K – – –
LFG
520
LifePlan Financial Group
Ohio
$15K +$113 +6 +0.7%
ME
521
McIlrath & Eck
Washington
$14K – – –
MIM
522
Macroview Investment Management
Maryland
$14K +$5.21K +276 +58%
AWM
523
AllSquare Wealth Management
New York
$13K – – –
BWP
524
Baldwin Wealth Partners
Massachusetts
$13K – – –
HCA
525
Horan Capital Advisors
Ohio
$12K +$12.2K +645 New