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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Cranbrook Wealth Management
Michigan
$39K – – –
AC
527
AlphaCore Capital
California
$38K -$23K -1,239 -38%
CG
528
Cutler Group
California
$38K – – –
CFD
529
Creative Financial Designs
Indiana
$38K +$3.28K +177 +10%
BEI
530
Benjamin Edwards Inc
Missouri
$37K +$333 +18 +0.9%
AssetMark Inc
531
AssetMark Inc
California
$37K +$37K +1,998 New
VFA
532
Valeo Financial Advisors
Indiana
$36K -$23.1K -1,245 -39%
Citigroup
533
Citigroup
New York
$36K +$4.22K +228 +13%
HFA
534
HC Financial Advisors
California
$33K +$111 +6 +0.3%
TPCW
535
TD Private Client Wealth
New York
$31.9K – – –
SIAP
536
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K – – –
MIM
537
Macroview Investment Management
Maryland
$30K +$3.06K +165 +11%
GWM
538
Geneos Wealth Management
Colorado
$29K – – –
AAP
539
Arax Advisory Partners
Colorado
$26K – – –
SFPG
540
Stonebridge Financial Planning Group
Florida
$26K – – –
ACA
541
Aptus Capital Advisors
Alabama
$26K +$9.45K +510 +56%
MSFP
542
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
YAL
543
Your Advocates Ltd
Texas
$25K – – –
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$24K +$24K +1,293 New
LDFR
546
Lehman & Derafelo Financial Resources
Pennsylvania
$23K -$9.67K -522 -29%
CTC
547
Central Trust Company
Missouri
$23K – – –
GCM
548
Gables Capital Management
Florida
$22K – – –
JWM
549
Jeppson Wealth Management
California
$22K +$22.2K +1,200 New
BWA
550
BDO Wealth Advisors
Florida
$21K – – –