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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
526
Claraphi Advisory Network
United States
$30K +$38.5K +2,100 New
PC
527
Permanens Capital
New York
$28K -$19.2K -1,050 -35%
LDFR
528
Lehman & Derafelo Financial Resources
Pennsylvania
$25K -$1.1K -60 -3%
TPCW
529
TD Private Client Wealth
New York
$24.2K
Citigroup
530
Citigroup
New York
$24K -$116K -6,330 -78%
CTC
531
Central Trust Company
Missouri
$24K -$11.3K -615 -26%
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$24K
CFD
533
Creative Financial Designs
Indiana
$22K -$16.8K -918 -37%
HIA
534
Harbor Investment Advisory
Maryland
$22K -$11.6K -636 -29%
CFA
535
Carroll Financial Associates
North Carolina
$21K
SFPG
536
Stonebridge Financial Planning Group
Florida
$20K -$3.24K -177 -12%
PMFA
537
Plante Moran Financial Advisors
Michigan
$20K +$11.1K +606 +73%
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$19K -$14.7K -801 -37%
MIM
539
Macroview Investment Management
Maryland
$19K +$5.6K +306 +29%
JP Morgan Chase
540
JP Morgan Chase
New York
$17K
SIAP
541
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
BWA
542
BDO Wealth Advisors
Florida
$16K
FCM
543
Firestone Capital Management
Florida
$16K +$13.6K +744 +197%
Simplex Trading
544
Simplex Trading
Illinois
$16K +$22K +1,200 New
ADL
545
Asset Dedication LLC
California
$15K -$193K -10,554 -91%
EWM
546
EPG Wealth Management
Georgia
$15K
AF
547
Allworth Financial
California
$15K +$19.6K +1,068 New
QCMC
548
Quantum Capital Management (California)
California
$14K
EI
549
Ellevest Inc
New York
$14K +$110 +6 +0.6%
LFG
550
Larson Financial Group
Missouri
$14K +$12K +654 +204%