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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTIM
576
Danda Trouve Investment Management
Kansas
$3K +$55 +3 +2%
BAM
577
Bellevue Asset Management
Washington
$3K +$3.79K +207 New
CWC
578
Carolinas Wealth Consulting
North Carolina
$3K +$4.5K +246 New
GI
579
GS Investments
Minnesota
$2.87K -$110 -6 -3%
SFSG
580
Stearns Financial Services Group
North Carolina
$2K -$55 -3 -3%
TCOV
581
Trust Company of Vermont
Vermont
$2K – – –
CP
582
Corbenic Partners
Pennsylvania
$2K +$549 +30 +36%
BMM
583
Berkshire Money Management
Massachusetts
$1K -$206K -11,265 -100%
DI
584
Disciplined Investments
Oklahoma
$1K – – –
Fifth Third Bancorp
585
Fifth Third Bancorp
Ohio
$1K – – –
SMFS
586
Squar Milner Financial Services
California
$1K – – –
CFFP
587
Center for Financial Planning
Michigan
$1K +$989 +54 New
WT
588
Washington Trust
Rhode Island
$1K +$1.43K +78 New
DAM
589
Delta Asset Management
Tennessee
$1K +$1.65K +90 New
SWA
590
SFMG Wealth Advisors
Texas
– -$33.9M -1,688,541 Closed
RRWA
591
Rainey & Randall Wealth Advisors
Florida
– -$14.8M -736,398 Closed
MWM
592
MinichMacGregor Wealth Management
New York
– -$6.51M -324,798 Closed
IAA
593
Independent Advisor Alliance
North Carolina
– -$3.11M -155,190 Closed
AI
594
Atria Investments
North Carolina
– -$2.32M -115,617 Closed
SCP
595
Shorepoint Capital Partners
Massachusetts
– -$2.31M -115,281 Closed
BSAM
596
Blue Square Asset Management
New York
– -$1.94M -105,834 -24%
LWM
597
Lionsbridge Wealth Management
Florida
– -$1.77M -88,398 Closed
EA
598
Evergreen Advisors
Tennessee
– -$1.55M -77,175 Closed
HA
599
HC Advisors
Georgia
– -$1.49M -74,508 Closed
JHCP
600
Jackson Hole Capital Partners
Oklahoma
– -$1.23M -61,560 Closed