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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
551
Harbor Investment Advisory
Maryland
$21K – – –
ADL
552
Asset Dedication LLC
California
$20K – – –
BCM
553
Blume Capital Management
California
$19K – – –
EI
554
Ellevest Inc
New York
$19K +$56 +3 +0.3%
CCA
555
Column Capital Advisors
Indiana
$18K – – –
QCMC
556
Quantum Capital Management (California)
California
$18K – – –
PIP
557
Peachtree Investment Partners
Florida
$17K +$56 +3 +0.3%
Fifth Third Bancorp
558
Fifth Third Bancorp
Ohio
$16K – – –
PO
559
Private Ocean
California
$16K – – –
ME
560
McIlrath & Eck
Washington
$15K -$4.11K -222 -21%
NFSG
561
Newbridge Financial Services Group
Florida
$13K +$12.7K +687 New
LFG
562
Larson Financial Group
Missouri
$12K +$6.5K +351 +109%
HCA
563
Horan Capital Advisors
Ohio
$12K +$11.9K +645 New
BFG
564
Baron Financial Group
New Jersey
$11.1K +$11.1K +600 New
JFA
565
JNBA Financial Advisors
Minnesota
$11K – – –
GI
566
Gradient Investments
Minnesota
$10K +$4.61K +249 +87%
GT
567
Glenmede Trust
Pennsylvania
$9K – – –
CIAS
568
CBIZ Investment Advisory Services
Ohio
$8K – – –
LFG
569
LifePlan Financial Group
Ohio
$8K – – –
HCM
570
Horrell Capital Management
Arkansas
$7K – – –
FFA
571
Founders Financial Alliance
North Carolina
$7K +$6.22K +336 New
AF
572
Allworth Financial
California
$7K +$7.11K +384 New
EK
573
Evensky & Katz
Florida
$6K -$3.45K -186 -38%
WEC
574
Winslow Evans & Crocker
Massachusetts
$6K – – –
Simplex Trading
575
Simplex Trading
Illinois
$5K -$3.22K -174 -37%