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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Cutler Group
California
$38K
CFD
527
Creative Financial Designs
Indiana
$38K +$3.28K +177 +10%
BEI
528
Benjamin Edwards Inc
Missouri
$37K +$333 +18 +0.9%
AssetMark Inc
529
AssetMark Inc
California
$37K +$37K +1,998 New
VFA
530
Valeo Financial Advisors
Indiana
$36K -$23.1K -1,245 -39%
Citigroup
531
Citigroup
New York
$36K +$4.22K +228 +13%
HFA
532
HC Financial Advisors
California
$33K +$111 +6 +0.3%
TPCW
533
TD Private Client Wealth
New York
$31.9K
SIAP
534
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
MIM
535
Macroview Investment Management
Maryland
$30K +$3.06K +165 +11%
GWM
536
Geneos Wealth Management
Colorado
$29K
AAP
537
Arax Advisory Partners
Colorado
$26K
SFPG
538
Stonebridge Financial Planning Group
Florida
$26K
ACA
539
Aptus Capital Advisors
Alabama
$26K +$9.45K +510 +56%
MSFP
540
Mark Sheptoff Financial Planning
Connecticut
$25K
YAL
541
Your Advocates Ltd
Texas
$25K
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$24K
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$24K +$24K +1,293 New
LDFR
544
Lehman & Derafelo Financial Resources
Pennsylvania
$23K -$9.67K -522 -29%
CTC
545
Central Trust Company
Missouri
$23K
GCM
546
Gables Capital Management
Florida
$22K
JWM
547
Jeppson Wealth Management
California
$22K +$22.2K +1,200 New
BWA
548
BDO Wealth Advisors
Florida
$21K
HIA
549
Harbor Investment Advisory
Maryland
$21K
ADL
550
Asset Dedication LLC
California
$20K