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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
576
Investors Research Corp
Georgia
$26K – – –
PIP
577
Peachtree Investment Partners
Florida
$25K +$24.6K +1,272 New
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
JP Morgan Chase
579
JP Morgan Chase
New York
$24K – – –
SIAP
580
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
BWA
581
BDO Wealth Advisors
Florida
$23K – – –
EWM
582
EPG Wealth Management
Georgia
$22K +$21.2K +1,095 New
MIM
583
Macroview Investment Management
Maryland
$21K +$5.58K +288 +38%
EI
584
Ellevest Inc
New York
$20K – – –
QCMC
585
Quantum Capital Management (California)
California
$20K – – –
PO
586
Private Ocean
California
$18K – – –
ME
587
McIlrath & Eck
Washington
$18K +$2.96K +153 +20%
PMFA
588
Plante Moran Financial Advisors
Michigan
$17K -$21.8K -1,128 -57%
LFG
589
LifePlan Financial Group
Ohio
$16K +$58 +3 +0.4%
NSIM
590
North Star Investment Management
Illinois
$14K -$2.03K -105 -13%
AWM
591
AllSquare Wealth Management
New York
$14K – – –
BWP
592
Baldwin Wealth Partners
Massachusetts
$14K – – –
ACA
593
Aptus Capital Advisors
Alabama
$14K +$13.8K +714 New
HCA
594
Horan Capital Advisors
Ohio
$13K – – –
PA
595
PSI Advisors
Florida
$13K +$12.8K +660 New
SIS
596
Sound Income Strategies
Florida
$11K +$10.5K +543 New
GT
597
Glenmede Trust
Pennsylvania
$10K -$80.4K -4,152 -88%
TF
598
TimeScale Financial
Massachusetts
$10K – – –
TL
599
TrueWealth LLC
Georgia
$10K – – –
EK
600
Evensky & Katz
Florida
$9K -$325K -16,782 -97%